Marietta Wealth Management, LLC AAPL Holdings History
Marietta Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 121,266.00 shares of Apple Inc(AAPL), totaling $24.88 Mil. This investment constitutes 3.24% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Marietta Wealth Management, LLC has made 17 purchases of AAPL, at an average price of $61.12, for a total of 166,244.00 shares. In addition, there have been 12 sales at an average price of $110.59 for 44,978.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Marietta Wealth Management, LLC's estimated gain on his AAPL holdings is $20.81 Mil, reflecting a 204.84% gain to date.
Marietta Wealth Management, LLC AAPL ($214.40) Holding Chart
Marietta Wealth Management, LLC AAPL ($214.40) 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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