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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