Number of Shares
59,976.00
Current Holdings Value*
$12.31 Mil
% of Portfolio
5.69%
Total Estimate Gain
$3.82 Mil
% of Total Estimate Gain
29.67%

Masso Torrence Wealth Management Inc.'s Apple Inc Holding Summary

As of 2025-06-30, Masso Torrence Wealth Management Inc. held 59,976.00 shares of Apple Inc(AAPL), totaling $12.31 Mil. This investment constitutes 5.69% of their stock portfolio, and Masso Torrence Wealth Management Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Masso Torrence Wealth Management Inc. has made 2 purchases of AAPL, at an average price of $159.02, for a total of 81,017.00 shares. In addition, there have been 12 sales at an average price of $182.82 for 21,041.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Masso Torrence Wealth Management Inc.'s estimated gain on his AAPL holdings is $3.82 Mil, reflecting a 29.67% gain to date.

Masso Torrence Wealth Management Inc. AAPL ($214.40) Holding Chart

Masso Torrence 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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