Number of Shares
26,902.00
Current Holdings Value*
$5.52 Mil
% of Portfolio
3.44%
Total Estimate Gain
$-920,679.74
% of Total Estimate Gain
-9.37%

Kingsman Wealth Management, Inc.'s Apple Inc Holding Summary

As of 2025-06-30, Kingsman Wealth Management, Inc. held 26,902.00 shares of Apple Inc(AAPL), totaling $5.52 Mil. This investment constitutes 3.44% of their stock portfolio, and Kingsman Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $202.27 for 15,513.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Kingsman Wealth Management, Inc.'s estimated gain on his AAPL holdings is $-920,679.74, reflecting a -9.37% gain to date.

Kingsman Wealth Management, Inc. AAPL ($214.40) Holding Chart

Kingsman Wealth Management, Inc. AAPL ($214.40) 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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