Number of Shares
108,119.00
Current Holdings Value*
$24.02 Mil
% of Portfolio
5.13%
Total Estimate Gain
$17.48 Mil
% of Total Estimate Gain
146.63%

Prestige Wealth Management Group LLC's Apple Inc Holding Summary

As of 2025-03-31, Prestige Wealth Management Group LLC held 108,119.00 shares of Apple Inc(AAPL), totaling $24.02 Mil. This investment constitutes 5.13% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Prestige Wealth Management Group LLC has made 12 purchases of AAPL, at an average price of $74.82, for a total of 159,286.00 shares. In addition, there have been 13 sales at an average price of $125.49 for 51,167.00 shares. Based on historical transaction data and AAPL's current price of $212.48, Prestige Wealth Management Group LLC's estimated gain on his AAPL holdings is $17.48 Mil, reflecting a 146.63% gain to date.

Prestige Wealth Management Group LLC AAPL ($212.48) Holding Chart

Prestige Wealth Management Group LLC AAPL ($212.48) 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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