Number of Shares
21,461.00
Current Holdings Value*
$4.77 Mil
% of Portfolio
3.36%
Total Estimate Gain
$1.43 Mil
% of Total Estimate Gain
22.99%

MGO Private Wealth, LLC's Apple Inc Holding Summary

As of 2025-03-31, MGO Private Wealth, LLC held 21,461.00 shares of Apple Inc(AAPL), totaling $4.77 Mil. This investment constitutes 3.36% of their stock portfolio, and MGO Private Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q3. And since then MGO Private Wealth, LLC has made 1 purchases of AAPL, at an average price of $157.14, for a total of 39,686.00 shares. In addition, there have been 9 sales at an average price of $172.19 for 18,225.00 shares. Based on historical transaction data and AAPL's current price of $211.18, MGO Private Wealth, LLC's estimated gain on his AAPL holdings is $1.43 Mil, reflecting a 22.99% gain to date.

MGO Private Wealth, LLC AAPL ($211.18) Holding Chart

MGO Private Wealth, LLC AAPL ($211.18) 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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