MFA Wealth Services AAPL Holdings History
Number of Shares
11,790.00
Current Holdings Value*
$2.62 Mil
% of Portfolio
2.15%
Total Estimate Gain
$-306,605.46
% of Total Estimate Gain
-10.20%
MFA Wealth Services's Apple Inc Holding Summary
As of 2025-03-31, MFA Wealth Services held 11,790.00 shares of Apple Inc(AAPL), totaling $2.62 Mil. This investment constitutes 2.15% of their stock portfolio, and MFA Wealth Services now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 951.00 shares. Based on historical transaction data and AAPL's current price of $210.16, MFA Wealth Services's estimated gain on his AAPL holdings is $-306,605.46, reflecting a -10.20% gain to date.
MFA Wealth Services AAPL ($210.16) Holding Chart
MFA Wealth Services AAPL ($210.16) 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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