Number of Shares
59,037.00
Current Holdings Value*
$13.11 Mil
% of Portfolio
6.87%
Total Estimate Gain
$13.58 Mil
% of Total Estimate Gain
178.17%

Moser Wealth Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Moser Wealth Advisors, LLC held 59,037.00 shares of Apple Inc(AAPL), totaling $13.11 Mil. This investment constitutes 6.87% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Moser Wealth Advisors, LLC has made 1 purchases of AAPL, at an average price of $64.94, for a total of 117,345.00 shares. In addition, there have been 19 sales at an average price of $149.73 for 58,308.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Moser Wealth Advisors, LLC's estimated gain on his AAPL holdings is $13.58 Mil, reflecting a 178.17% gain to date.

Moser Wealth Advisors, LLC AAPL ($211.18) Holding Chart

Moser Wealth Advisors, LLC 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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