Proactive Wealth Strategies LLC AAPL Holdings History
Proactive Wealth Strategies LLC's Apple Inc Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 20,726.00 shares of Apple Inc(AAPL), totaling $4.60 Mil. This investment constitutes 2.45% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. And since then Proactive Wealth Strategies LLC has made 1 purchases of AAPL, at an average price of $223.48, for a total of 20,924.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 198.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Proactive Wealth Strategies LLC's estimated gain on his AAPL holdings is $-204,117.34, reflecting a -4.37% gain to date.
Proactive Wealth Strategies LLC AAPL ($213.55) Holding Chart
Proactive Wealth Strategies LLC AAPL ($213.55) 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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