PUFF WEALTH MANAGEMENT, LLC AAPL Holdings History
Number of Shares
20,805.00
Current Holdings Value*
$4.62 Mil
% of Portfolio
4.33%
Total Estimate Gain
$-513,271.73
% of Total Estimate Gain
-10.41%
PUFF WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, PUFF WEALTH MANAGEMENT, LLC held 20,805.00 shares of Apple Inc(AAPL), totaling $4.62 Mil. This investment constitutes 4.33% of their stock portfolio, and PUFF WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 103.00 shares. Based on historical transaction data and AAPL's current price of $211.18, PUFF WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $-513,271.73, reflecting a -10.41% gain to date.
PUFF WEALTH MANAGEMENT, LLC AAPL ($211.18) Holding Chart
PUFF WEALTH MANAGEMENT, LLC 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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