Mattern Wealth Management LLC AAPL Holdings History
Mattern Wealth Management LLC's Apple Inc Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 74,049.00 shares of Apple Inc(AAPL), totaling $15.19 Mil. This investment constitutes 3.16% of their stock portfolio, and Mattern Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Mattern Wealth Management LLC has made 13 purchases of AAPL, at an average price of $95.31, for a total of 123,955.00 shares. In addition, there have been 9 sales at an average price of $198.18 for 49,906.00 shares. Based on historical transaction data and AAPL's current price of $211.19, Mattern Wealth Management LLC's estimated gain on his AAPL holdings is $13.71 Mil, reflecting a 116.09% gain to date.
Mattern Wealth Management LLC AAPL ($211.19) Holding Chart
Mattern Wealth Management LLC AAPL ($211.19) 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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