Independent Solutions Wealth Management, LLC AAPL Holdings History
Independent Solutions Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Independent Solutions Wealth Management, LLC held 62,997.00 shares of Apple Inc(AAPL), totaling $13.99 Mil. This investment constitutes 3.13% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Independent Solutions Wealth Management, LLC has made 7 purchases of AAPL, at an average price of $77.36, for a total of 94,393.00 shares. In addition, there have been 14 sales at an average price of $148.02 for 31,396.00 shares. Based on historical transaction data and AAPL's current price of $214.17, Independent Solutions Wealth Management, LLC's estimated gain on his AAPL holdings is $10.84 Mil, reflecting a 148.42% gain to date.
Independent Solutions Wealth Management, LLC AAPL ($214.17) Holding Chart
Independent Solutions Wealth Management, LLC AAPL ($214.17) 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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