NWF Advisory Services Inc. AAPL Holdings History
Number of Shares
165,795.00
Current Holdings Value*
$41.52 Mil
% of Portfolio
6.08%
Total Estimate Gain
$-3.59 Mil
% of Total Estimate Gain
-9.19%
NWF Advisory Services Inc.'s Apple Inc Holding Summary
As of 2024-12-31, NWF Advisory Services Inc. held 165,795.00 shares of Apple Inc(AAPL), totaling $41.52 Mil. This investment constitutes 6.08% of their stock portfolio, and NWF Advisory Services Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $214.15, NWF Advisory Services Inc.'s estimated gain on his AAPL holdings is $-3.59 Mil, reflecting a -9.19% gain to date.
NWF Advisory Services Inc. AAPL ($214.15) Holding Chart
NWF Advisory Services Inc. AAPL ($214.15) 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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