Number of Shares
20,273.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
4.48%
Total Estimate Gain
$-434,450.39
% of Total Estimate Gain
-9.09%

Mascagni Wealth Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Mascagni Wealth Management, Inc. held 20,273.00 shares of Apple Inc(AAPL), totaling $4.50 Mil. This investment constitutes 4.48% of their stock portfolio, and Mascagni Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $214.40, Mascagni Wealth Management, Inc.'s estimated gain on his AAPL holdings is $-434,450.39, reflecting a -9.09% gain to date.

Mascagni Wealth Management, Inc. AAPL ($214.40) Holding Chart

Mascagni Wealth Management, Inc. 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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