Private Wealth Management Group, LLC AAPL Holdings History
Private Wealth Management Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 36,150.00 shares of Apple Inc(AAPL), totaling $8.03 Mil. This investment constitutes 2.96% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 2 purchases of AAPL, at an average price of $212.81, for a total of 42,902.00 shares. In addition, there have been 3 sales at an average price of $222.29 for 6,752.00 shares. Based on historical transaction data and AAPL's current price of $210.18, Private Wealth Management Group, LLC's estimated gain on his AAPL holdings is $-30,950.09, reflecting a -0.34% gain to date.
Private Wealth Management Group, LLC AAPL ($210.18) Holding Chart
Private Wealth Management Group, LLC AAPL ($210.18) 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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