Number of Shares
13,360.00
Current Holdings Value*
$2.97 Mil
% of Portfolio
1.72%
Total Estimate Gain
$348,467.54
% of Total Estimate Gain
9.69%

Nicholas Wealth, LLC.'s Apple Inc Holding Summary

As of 2025-03-31, Nicholas Wealth, LLC. held 13,360.00 shares of Apple Inc(AAPL), totaling $2.97 Mil. This investment constitutes 1.72% of their stock portfolio, and Nicholas Wealth, LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q3. And since then Nicholas Wealth, LLC. has made 4 purchases of AAPL, at an average price of $186.11, for a total of 19,318.00 shares. In addition, there have been 2 sales at an average price of $195.23 for 5,958.00 shares. Based on historical transaction data and AAPL's current price of $208.12, Nicholas Wealth, LLC.'s estimated gain on his AAPL holdings is $348,467.54, reflecting a 9.69% gain to date.

Nicholas Wealth, LLC. AAPL ($208.12) Holding Chart

Nicholas Wealth, LLC. AAPL ($208.12) 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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