Newport Wealth Strategies, Inc. AAPL Holdings History
Newport Wealth Strategies, Inc.'s Apple Inc Holding Summary
As of 2021-09-30, Newport Wealth Strategies, Inc. held 61,836.00 shares of Apple Inc(AAPL), totaling $8.75 Mil. This investment constitutes 5.33% of their stock portfolio, and Newport Wealth Strategies, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Newport Wealth Strategies, Inc. has made 3 purchases of AAPL, at an average price of $50.56, for a total of 100,269.00 shares. In addition, there have been 10 sales at an average price of $64.48 for 38,433.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Newport Wealth Strategies, Inc.'s estimated gain on his AAPL holdings is $10.47 Mil, reflecting a 206.46% gain to date.
Newport Wealth Strategies, Inc. AAPL ($211.18) Holding Chart
Newport Wealth Strategies, 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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