MONECO Advisors, LLC AAPL Holdings History

Number of Shares
114,939.00
Current Holdings Value*
$25.53 Mil
% of Portfolio
2.63%
Total Estimate Gain
$14.14 Mil
% of Total Estimate Gain
92.38%

MONECO Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, MONECO Advisors, LLC held 114,939.00 shares of Apple Inc(AAPL), totaling $25.53 Mil. This investment constitutes 2.63% of their stock portfolio, and MONECO Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then MONECO Advisors, LLC has made 15 purchases of AAPL, at an average price of $99.13, for a total of 154,458.00 shares. In addition, there have been 10 sales at an average price of $137.18 for 39,519.00 shares. Based on historical transaction data and AAPL's current price of $209.11, MONECO Advisors, LLC's estimated gain on his AAPL holdings is $14.14 Mil, reflecting a 92.38% gain to date.

MONECO Advisors, LLC AAPL ($209.11) Holding Chart

MONECO Advisors, 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 %

Top Ranked Articles

  • 1