High Net Worth Advisory Group LLC AAPL Holdings History
High Net Worth Advisory Group LLC's Apple Inc Holding Summary
As of 2025-06-30, High Net Worth Advisory Group LLC held 57,567.00 shares of Apple Inc(AAPL), totaling $11.81 Mil. This investment constitutes 3.13% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 4 purchases of AAPL, at an average price of $159.52, for a total of 77,669.00 shares. In addition, there have been 11 sales at an average price of $179.79 for 20,102.00 shares. Based on historical transaction data and AAPL's current price of $211.18, High Net Worth Advisory Group LLC's estimated gain on his AAPL holdings is $3.38 Mil, reflecting a 27.29% gain to date.
High Net Worth Advisory Group LLC AAPL ($211.18) Holding Chart
High Net Worth Advisory Group LLC 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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