Kolinsky Wealth Management, LLC AAPL Holdings History
Kolinsky Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-12-31, Kolinsky Wealth Management, LLC held 30,621.00 shares of Apple Inc(AAPL), totaling $7.67 Mil. This investment constitutes 4.68% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Kolinsky Wealth Management, LLC has made 9 purchases of AAPL, at an average price of $164.18, for a total of 37,989.00 shares. In addition, there have been 3 sales at an average price of $180.83 for 7,368.00 shares. Based on historical transaction data and AAPL's current price of $211.14, Kolinsky Wealth Management, LLC's estimated gain on his AAPL holdings is $1.56 Mil, reflecting a 25.03% gain to date.
Kolinsky Wealth Management, LLC AAPL ($211.14) Holding Chart
Kolinsky Wealth Management, LLC AAPL ($211.14) 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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