Pines Wealth Management, LLC AAPL Holdings History
Pines Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Pines Wealth Management, LLC held 41,744.00 shares of Apple Inc(AAPL), totaling $8.91 Mil. This investment constitutes 3.15% of their stock portfolio, and Pines Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Pines Wealth Management, LLC has made 1 purchases of AAPL, at an average price of $233.77, for a total of 42,536.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 792.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Pines Wealth Management, LLC's estimated gain on his AAPL holdings is $-1.03 Mil, reflecting a -10.37% gain to date.
Pines Wealth Management, LLC AAPL ($209.11) Holding Chart
Pines Wealth Management, LLC AAPL ($209.11) 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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