Howard Wealth Management, LLC AAPL Holdings History
Howard Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Howard Wealth Management, LLC held 35,249.00 shares of Apple Inc(AAPL), totaling $7.83 Mil. This investment constitutes 4.36% of their stock portfolio, and Howard Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Howard Wealth Management, LLC has made 4 purchases of AAPL, at an average price of $94.50, for a total of 62,451.00 shares. In addition, there have been 17 sales at an average price of $147.93 for 27,202.00 shares. Based on historical transaction data and AAPL's current price of $209.85, Howard Wealth Management, LLC's estimated gain on his AAPL holdings is $5.52 Mil, reflecting a 93.53% gain to date.
Howard Wealth Management, LLC AAPL ($209.85) Holding Chart
Howard Wealth Management, LLC AAPL ($209.85) 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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