Marks Group Wealth Management, Inc AAPL Holdings History
Marks Group Wealth Management, Inc's Apple Inc Holding Summary
As of 2025-03-31, Marks Group Wealth Management, Inc held 102,595.00 shares of Apple Inc(AAPL), totaling $22.79 Mil. This investment constitutes 2.19% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Marks Group Wealth Management, Inc has made 12 purchases of AAPL, at an average price of $118.35, for a total of 152,278.00 shares. In addition, there have been 9 sales at an average price of $125.09 for 49,683.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Marks Group Wealth Management, Inc's estimated gain on his AAPL holdings is $9.73 Mil, reflecting a 54.00% gain to date.
Marks Group Wealth Management, Inc AAPL ($209.95) Holding Chart
Marks Group Wealth Management, Inc AAPL ($209.95) 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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