NEW WAVE WEALTH ADVISORS LLC AAPL Holdings History
NEW WAVE WEALTH ADVISORS LLC's Apple Inc Holding Summary
As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 14,687.00 shares of Apple Inc(AAPL), totaling $3.01 Mil. This investment constitutes 1.28% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q2. In addition, there have been 4 sales at an average price of $208.70 for 8,647.00 shares. Based on historical transaction data and AAPL's current price of $214.52, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his AAPL holdings is $603,688.93, reflecting a 13.87% gain to date.
NEW WAVE WEALTH ADVISORS LLC AAPL ($214.52) Holding Chart
NEW WAVE WEALTH ADVISORS LLC AAPL ($214.52) 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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