ICA Group Wealth Management, LLC AAPL Holdings History
ICA Group Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 27,982.00 shares of Apple Inc(AAPL), totaling $5.89 Mil. This investment constitutes 3.54% of their stock portfolio, and ICA Group Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then ICA Group Wealth Management, LLC has made 4 purchases of AAPL, at an average price of $169.11, for a total of 199,113.00 shares. In addition, there have been 5 sales at an average price of $160.80 for 171,131.00 shares. Based on historical transaction data and AAPL's current price of $211.16, ICA Group Wealth Management, LLC's estimated gain on his AAPL holdings is $-244,899.20, reflecting a -0.73% gain to date.
ICA Group Wealth Management, LLC AAPL ($211.16) Holding Chart
ICA Group Wealth Management, 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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