Number of Shares
44,784.00
Current Holdings Value*
$9.95 Mil
% of Portfolio
4.62%
Total Estimate Gain
$1.73 Mil
% of Total Estimate Gain
18.98%

Paragon Private Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Paragon Private Wealth Management, LLC held 44,784.00 shares of Apple Inc(AAPL), totaling $9.95 Mil. This investment constitutes 4.62% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Paragon Private Wealth Management, LLC has made 9 purchases of AAPL, at an average price of $174.89, for a total of 52,033.00 shares. In addition, there have been 4 sales at an average price of $170.54 for 7,249.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Paragon Private Wealth Management, LLC's estimated gain on his AAPL holdings is $1.73 Mil, reflecting a 18.98% gain to date.

Paragon Private Wealth Management, LLC AAPL ($214.15) Holding Chart

Paragon Private Wealth Management, LLC AAPL ($214.15) 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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