MGB Wealth Management, LLC AAPL Holdings History
MGB Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, MGB Wealth Management, LLC held 31,429.00 shares of Apple Inc(AAPL), totaling $6.96 Mil. This investment constitutes 2.52% of their stock portfolio, and MGB Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then MGB Wealth Management, LLC has made 3 purchases of AAPL, at an average price of $188.46, for a total of 34,532.00 shares. In addition, there have been 2 sales at an average price of $215.50 for 3,103.00 shares. Based on historical transaction data and AAPL's current price of $209.11, MGB Wealth Management, LLC's estimated gain on his AAPL holdings is $732,774.32, reflecting a 11.26% gain to date.
MGB Wealth Management, LLC AAPL ($209.11) Holding Chart
MGB Wealth Management, LLC AAPL ($209.11) 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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