JOURNEY STRATEGIC WEALTH LLC AAPL Holdings History

Number of Shares

853,565.00

$189.60 Mil

% of Portfolio

6.61%

Total Estimate Gain

$34.13 Mil

% of Total Estimate Gain

24.71%

JOURNEY STRATEGIC WEALTH LLC's Apple Inc Holding Summary

As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 853,565.00 shares of Apple Inc(AAPL), totaling $189.60 Mil. This investment constitutes 6.61% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 12 purchases of AAPL, at an average price of $161.81, for a total of 853,772.00 shares. In addition, there have been 1 sales at an average price of $151.81 for 207.00 shares. Based on historical transaction data and AAPL's current price of $201.80, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his AAPL holdings is $34.13 Mil, reflecting a 24.71% gain to date.

JOURNEY STRATEGIC WEALTH LLC AAPL ($201.80) Holding Chart

JOURNEY STRATEGIC WEALTH LLC AAPL ($201.80) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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