Number of Shares
6,390.00
Current Holdings Value*
$830,310.00
% of Portfolio
11.9%
Total Estimate Gain
$10.60 Mil
% of Total Estimate Gain
172.02%

Foresight Wealth Management, LLC's Apple Inc Holding Summary

As of 2022-12-31, Foresight Wealth Management, LLC held 6,390.00 shares of Apple Inc(AAPL), totaling $830,310.00. This investment constitutes 11.9% of their stock portfolio, and Foresight Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Foresight Wealth Management, LLC has made 5 purchases of AAPL, at an average price of $50.22, for a total of 122,720.00 shares. In addition, there have been 11 sales at an average price of $132.52 for 116,330.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Foresight Wealth Management, LLC's estimated gain on his AAPL holdings is $10.60 Mil, reflecting a 172.02% gain to date.

Foresight Wealth Management, LLC AAPL ($211.18) Holding Chart

Foresight Wealth Management, LLC AAPL ($211.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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