Monument Group Wealth Advisors, LLC AAPL Holdings History
Monument Group Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 4,975.00 shares of Apple Inc(AAPL), totaling $1.11 Mil. This investment constitutes 0.77% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of AAPL, at an average price of $190.30, for a total of 7,067.00 shares. In addition, there have been 3 sales at an average price of $234.04 for 2,092.00 shares. Based on historical transaction data and AAPL's current price of $214.02, Monument Group Wealth Advisors, LLC's estimated gain on his AAPL holdings is $209,492.81, reflecting a 15.58% gain to date.
Monument Group Wealth Advisors, LLC AAPL ($214.02) Holding Chart
Monument Group Wealth Advisors, LLC AAPL ($214.02) 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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