Nova R Wealth, Inc. AAPL Holdings History
Number of Shares
34,106.00
Current Holdings Value*
$7.58 Mil
% of Portfolio
3.75%
Total Estimate Gain
$1.82 Mil
% of Total Estimate Gain
28.73%
Nova R Wealth, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Nova R Wealth, Inc. held 34,106.00 shares of Apple Inc(AAPL), totaling $7.58 Mil. This investment constitutes 3.75% of their stock portfolio, and Nova R Wealth, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Nova R Wealth, Inc. has made 4 purchases of AAPL, at an average price of $160.51, for a total of 39,379.00 shares. In addition, there have been 9 sales at an average price of $169.08 for 5,273.00 shares. Based on historical transaction data and AAPL's current price of $212.44, Nova R Wealth, Inc.'s estimated gain on his AAPL holdings is $1.82 Mil, reflecting a 28.73% gain to date.
Nova R Wealth, Inc. AAPL ($212.44) Holding Chart
Nova R Wealth, Inc. AAPL ($212.44) 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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