Mascagni Wealth Management, Inc. AAPL Holdings History
Number of Shares
20,273.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
4.48%
Total Estimate Gain
$-447,425.11
% of Total Estimate Gain
-9.36%
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 $213.76, Mascagni Wealth Management, Inc.'s estimated gain on his AAPL holdings is $-447,425.11, reflecting a -9.36% gain to date.
Mascagni Wealth Management, Inc. AAPL ($213.76) Holding Chart
Mascagni Wealth Management, Inc. AAPL ($213.76) 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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