KILEY JUERGENS WEALTH MANAGEMENT, LLC AAPL Holdings History
KILEY JUERGENS WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, KILEY JUERGENS WEALTH MANAGEMENT, LLC held 153,121.00 shares of Apple Inc(AAPL), totaling $34.01 Mil. This investment constitutes 9.05% of their stock portfolio, and KILEY JUERGENS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then KILEY JUERGENS WEALTH MANAGEMENT, LLC has made 11 purchases of AAPL, at an average price of $77.72, for a total of 261,334.00 shares. In addition, there have been 17 sales at an average price of $152.08 for 108,213.00 shares. Based on historical transaction data and AAPL's current price of $211.16, KILEY JUERGENS WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $28.48 Mil, reflecting a 140.20% gain to date.
KILEY JUERGENS WEALTH MANAGEMENT, LLC AAPL ($211.16) Holding Chart
KILEY JUERGENS 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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