Koa Wealth Management, LLC AAPL Holdings History
Koa Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held 61,819.00 shares of Apple Inc(AAPL), totaling $13.73 Mil. This investment constitutes 11.09% of their stock portfolio, and Koa Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 1 purchases of AAPL, at an average price of $184.63, for a total of 78,860.00 shares. In addition, there have been 4 sales at an average price of $219.05 for 17,041.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Koa Wealth Management, LLC's estimated gain on his AAPL holdings is $2.43 Mil, reflecting a 16.67% gain to date.
Koa Wealth Management, LLC AAPL ($214.40) Holding Chart
Koa Wealth Management, LLC 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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