Magnolia Wealth Management, LLC AAPL Holdings History
Magnolia Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Magnolia Wealth Management, LLC held 3,074.00 shares of Apple Inc(AAPL), totaling $682,870.00. This investment constitutes 0.49% of their stock portfolio, and Magnolia Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Magnolia Wealth Management, LLC has made 5 purchases of AAPL, at an average price of $176.13, for a total of 17,208.00 shares. In addition, there have been 3 sales at an average price of $186.51 for 14,134.00 shares. Based on historical transaction data and AAPL's current price of $214.51, Magnolia Wealth Management, LLC's estimated gain on his AAPL holdings is $264,720.07, reflecting a 8.73% gain to date.
Magnolia Wealth Management, LLC AAPL ($214.51) Holding Chart
Magnolia Wealth Management, LLC AAPL ($214.51) 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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