Momentous Wealth Management, Inc. AAPL Holdings History
Momentous Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Momentous Wealth Management, Inc. held 12,895.00 shares of Apple Inc(AAPL), totaling $2.86 Mil. This investment constitutes 2.03% of their stock portfolio, and Momentous Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Momentous Wealth Management, Inc. has made 1 purchases of AAPL, at an average price of $235.44, for a total of 12,895.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Momentous Wealth Management, Inc.'s estimated gain on his AAPL holdings is $-312,869.75, reflecting a -10.31% gain to date.
Momentous Wealth Management, Inc. AAPL ($211.18) Holding Chart
Momentous Wealth Management, 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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