HHM Wealth Advisors, LLC AAPL Holdings History
HHM Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 69,094.00 shares of Apple Inc(AAPL), totaling $15.35 Mil. This investment constitutes 2.07% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then HHM Wealth Advisors, LLC has made 14 purchases of AAPL, at an average price of $107.04, for a total of 87,685.00 shares. In addition, there have been 10 sales at an average price of $111.61 for 18,591.00 shares. Based on historical transaction data and AAPL's current price of $208.62, HHM Wealth Advisors, LLC's estimated gain on his AAPL holdings is $7.10 Mil, reflecting a 75.69% gain to date.
HHM Wealth Advisors, LLC AAPL ($208.62) Holding Chart
HHM Wealth Advisors, LLC AAPL ($208.62) 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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