Number of Shares
77,246.00
Current Holdings Value*
$17.16 Mil
% of Portfolio
4.25%
Total Estimate Gain
$6.84 Mil
% of Total Estimate Gain
63.29%

High Note Wealth, LLC's Apple Inc Holding Summary

As of 2025-03-31, High Note Wealth, LLC held 77,246.00 shares of Apple Inc(AAPL), totaling $17.16 Mil. This investment constitutes 4.25% of their stock portfolio, and High Note Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 11 purchases of AAPL, at an average price of $127.25, for a total of 84,958.00 shares. In addition, there have been 6 sales at an average price of $174.02 for 7,712.00 shares. Based on historical transaction data and AAPL's current price of $211.16, High Note Wealth, LLC's estimated gain on his AAPL holdings is $6.84 Mil, reflecting a 63.29% gain to date.

High Note Wealth, LLC AAPL ($211.16) Holding Chart

High Note Wealth, 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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