Nicholson Wealth Management Group, LLC AAPL Holdings History
Nicholson Wealth Management Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Nicholson Wealth Management Group, LLC held 10,341.00 shares of Apple Inc(AAPL), totaling $2.30 Mil. This investment constitutes 1.51% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. And since then Nicholson Wealth Management Group, LLC has made 2 purchases of AAPL, at an average price of $225.29, for a total of 10,341.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Nicholson Wealth Management Group, LLC's estimated gain on his AAPL holdings is $-157,951.27, reflecting a -6.78% gain to date.
Nicholson Wealth Management Group, LLC AAPL ($210.02) Holding Chart
Nicholson Wealth Management Group, LLC AAPL ($210.02) 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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