Investment Advisory Group, LLC AAPL Holdings History
Investment Advisory Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 31,950.00 shares of Apple Inc(AAPL), totaling $7.10 Mil. This investment constitutes 2.37% of their stock portfolio, and Investment Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 6 purchases of AAPL, at an average price of $160.99, for a total of 35,408.00 shares. In addition, there have been 7 sales at an average price of $190.99 for 3,458.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Investment Advisory Group, LLC's estimated gain on his AAPL holdings is $1.79 Mil, reflecting a 31.40% gain to date.
Investment Advisory Group, LLC AAPL ($213.76) Holding Chart
Investment Advisory Group, LLC AAPL ($213.76) 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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