Number of Shares
38,575.00
Current Holdings Value*
$8.57 Mil
% of Portfolio
6.37%
Total Estimate Gain
$17.90 Mil
% of Total Estimate Gain
168.13%

Pacific Wealth Strategies Group, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Pacific Wealth Strategies Group, Inc. held 38,575.00 shares of Apple Inc(AAPL), totaling $8.57 Mil. This investment constitutes 6.37% of their stock portfolio, and Pacific Wealth Strategies Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Pacific Wealth Strategies Group, Inc. has made 9 purchases of AAPL, at an average price of $61.85, for a total of 172,098.00 shares. In addition, there have been 18 sales at an average price of $152.76 for 133,523.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Pacific Wealth Strategies Group, Inc.'s estimated gain on his AAPL holdings is $17.90 Mil, reflecting a 168.13% gain to date.

Pacific Wealth Strategies Group, Inc. AAPL ($211.18) Holding Chart

Pacific Wealth Strategies Group, Inc. 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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