KerberRose Wealth Management, LLC AAPL Holdings History
Number of Shares
21,290.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
2.37%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
37.86%
KerberRose Wealth Management, LLC's Apple Inc Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 21,290.00 shares of Apple Inc(AAPL), totaling $2.91 Mil. This investment constitutes 2.37% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and AAPL's current price of $209.29, KerberRose Wealth Management, LLC's estimated gain on his AAPL holdings is $1.22 Mil, reflecting a 37.86% gain to date.
KerberRose Wealth Management, LLC AAPL ($209.29) Holding Chart
KerberRose Wealth Management, LLC AAPL ($209.29) 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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