Number of Shares
35,661.00
Current Holdings Value*
$7.92 Mil
% of Portfolio
1.78%
Total Estimate Gain
$6.84 Mil
% of Total Estimate Gain
24.59%

Gateway Wealth Partners, LLC's Apple Inc Holding Summary

As of 2025-03-31, Gateway Wealth Partners, LLC held 35,661.00 shares of Apple Inc(AAPL), totaling $7.92 Mil. This investment constitutes 1.78% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Gateway Wealth Partners, LLC has made 5 purchases of AAPL, at an average price of $146.29, for a total of 190,087.00 shares. In addition, there have been 4 sales at an average price of $175.58 for 154,426.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Gateway Wealth Partners, LLC's estimated gain on his AAPL holdings is $6.84 Mil, reflecting a 24.59% gain to date.

Gateway Wealth Partners, LLC AAPL ($211.16) Holding Chart

Gateway Wealth Partners, LLC AAPL ($211.16) 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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