Number of Shares
109,019.00
Current Holdings Value*
$24.22 Mil
% of Portfolio
2.06%
Total Estimate Gain
$3.93 Mil
% of Total Estimate Gain
20.17%

GDS Wealth Management's Apple Inc Holding Summary

As of 2025-03-31, GDS Wealth Management held 109,019.00 shares of Apple Inc(AAPL), totaling $24.22 Mil. This investment constitutes 2.06% of their stock portfolio, and GDS Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q2. And since then GDS Wealth Management has made 10 purchases of AAPL, at an average price of $174.55, for a total of 111,512.00 shares. In addition, there have been 2 sales at an average price of $147.48 for 2,493.00 shares. Based on historical transaction data and AAPL's current price of $211.18, GDS Wealth Management's estimated gain on his AAPL holdings is $3.93 Mil, reflecting a 20.17% gain to date.

GDS Wealth Management AAPL ($211.18) Holding Chart

GDS Wealth Management 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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