PUREfi Wealth, LLC AAPL Holdings History

Number of Shares
14,635.00
Current Holdings Value*
$3.25 Mil
% of Portfolio
3.25%
Total Estimate Gain
$-362,840.52
% of Total Estimate Gain
-10.52%

PUREfi Wealth, LLC's Apple Inc Holding Summary

As of 2025-03-31, PUREfi Wealth, LLC held 14,635.00 shares of Apple Inc(AAPL), totaling $3.25 Mil. This investment constitutes 3.25% of their stock portfolio, and PUREfi Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then PUREfi Wealth, LLC has made 1 purchases of AAPL, at an average price of $235.70, for a total of 14,635.00 shares. Based on historical transaction data and AAPL's current price of $210.91, PUREfi Wealth, LLC's estimated gain on his AAPL holdings is $-362,840.52, reflecting a -10.52% gain to date.

PUREfi Wealth, LLC AAPL ($210.91) Holding Chart

PUREfi Wealth, LLC AAPL ($210.91) 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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