Maxwell Wealth Strategies Inc. AAPL Holdings History
Maxwell Wealth Strategies Inc.'s Apple Inc Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 32,251.00 shares of Apple Inc(AAPL), totaling $8.08 Mil. This investment constitutes 3.3% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Maxwell Wealth Strategies Inc. has made 2 purchases of AAPL, at an average price of $185.22, for a total of 32,475.00 shares. In addition, there have been 2 sales at an average price of $229.00 for 224.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Maxwell Wealth Strategies Inc.'s estimated gain on his AAPL holdings is $847,077.99, reflecting a 14.08% gain to date.
Maxwell Wealth Strategies Inc. AAPL ($211.18) Holding Chart
Maxwell Wealth Strategies Inc. AAPL ($211.18) 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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