MONOGRAPH WEALTH ADVISORS, LLC AAPL Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 95,659.00 shares of Apple Inc(AAPL), totaling $21.25 Mil. This investment constitutes 2.89% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 6 purchases of AAPL, at an average price of $160.84, for a total of 195,479.00 shares. In addition, there have been 7 sales at an average price of $188.41 for 99,820.00 shares. Based on historical transaction data and AAPL's current price of $211.18, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $7.57 Mil, reflecting a 24.07% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC AAPL ($211.18) Holding Chart
MONOGRAPH WEALTH ADVISORS, 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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