Paladin Wealth, LLC AAPL Holdings History

Number of Shares
14,320.00
Current Holdings Value*
$2.94 Mil
% of Portfolio
2.28%
Total Estimate Gain
$-161,665.40
% of Total Estimate Gain
-5.07%

Paladin Wealth, LLC's Apple Inc Holding Summary

As of 2025-06-30, Paladin Wealth, LLC held 14,320.00 shares of Apple Inc(AAPL), totaling $2.94 Mil. This investment constitutes 2.28% of their stock portfolio, and Paladin Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q3. And since then Paladin Wealth, LLC has made 3 purchases of AAPL, at an average price of $222.47, for a total of 14,320.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Paladin Wealth, LLC's estimated gain on his AAPL holdings is $-161,665.40, reflecting a -5.07% gain to date.

Paladin Wealth, LLC AAPL ($211.18) Holding Chart

Paladin Wealth, 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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