MOKAN Wealth Management Inc. AAPL Holdings History
Number of Shares
27,511.00
Current Holdings Value*
$6.11 Mil
% of Portfolio
3.68%
Total Estimate Gain
$-674,031.57
% of Total Estimate Gain
-10.40%
MOKAN Wealth Management Inc.'s Apple Inc Holding Summary
As of 2025-03-31, MOKAN Wealth Management Inc. held 27,511.00 shares of Apple Inc(AAPL), totaling $6.11 Mil. This investment constitutes 3.68% of their stock portfolio, and MOKAN Wealth Management Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then MOKAN Wealth Management Inc. has made 1 purchases of AAPL, at an average price of $235.54, for a total of 27,511.00 shares. Based on historical transaction data and AAPL's current price of $211.04, MOKAN Wealth Management Inc.'s estimated gain on his AAPL holdings is $-674,031.57, reflecting a -10.40% gain to date.
MOKAN Wealth Management Inc. AAPL ($211.04) Holding Chart
MOKAN Wealth Management Inc. AAPL ($211.04) 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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