Grant Private Wealth Management Inc AAPL Holdings History
Grant Private Wealth Management Inc's Apple Inc Holding Summary
As of 2025-06-30, Grant Private Wealth Management Inc held 27,265.00 shares of Apple Inc(AAPL), totaling $5.59 Mil. This investment constitutes 3.17% of their stock portfolio, and Grant Private Wealth Management Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Grant Private Wealth Management Inc has made 2 purchases of AAPL, at an average price of $224.07, for a total of 27,265.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Grant Private Wealth Management Inc's estimated gain on his AAPL holdings is $-270,454.88, reflecting a -4.43% gain to date.
Grant Private Wealth Management Inc AAPL ($214.15) Holding Chart
Grant Private Wealth Management Inc AAPL ($214.15) 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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