PETERSON WEALTH MANAGEMENT AAPL Holdings History
PETERSON WEALTH MANAGEMENT's Apple Inc Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 10,366.00 shares of Apple Inc(AAPL), totaling $2.30 Mil. This investment constitutes 1.55% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then PETERSON WEALTH MANAGEMENT has made 15 purchases of AAPL, at an average price of $151.54, for a total of 37,784.00 shares. In addition, there have been 6 sales at an average price of $196.36 for 27,418.00 shares. Based on historical transaction data and AAPL's current price of $213.76, PETERSON WEALTH MANAGEMENT's estimated gain on his AAPL holdings is $1.87 Mil, reflecting a 32.73% gain to date.
PETERSON WEALTH MANAGEMENT AAPL ($213.76) Holding Chart
PETERSON WEALTH MANAGEMENT AAPL ($213.76) 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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