JANICZEK WEALTH MANAGEMENT, LLC AAPL Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 49,276.00 shares of Apple Inc(AAPL), totaling $10.38 Mil. This investment constitutes 2.18% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 19 purchases of AAPL, at an average price of $150.73, for a total of 56,571.00 shares. In addition, there have been 7 sales at an average price of $139.91 for 7,295.00 shares. Based on historical transaction data and AAPL's current price of $212.48, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $2.96 Mil, reflecting a 34.76% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC AAPL ($212.48) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC AAPL ($212.48) 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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