Processus Wealth & Capital Management, LLC AAPL Holdings History
Processus Wealth & Capital Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Processus Wealth & Capital Management, LLC held 39,548.00 shares of Apple Inc(AAPL), totaling $8.78 Mil. This investment constitutes 7.48% of their stock portfolio, and Processus Wealth & Capital Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Processus Wealth & Capital Management, LLC has made 3 purchases of AAPL, at an average price of $184.98, for a total of 42,177.00 shares. In addition, there have been 2 sales at an average price of $225.75 for 2,629.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Processus Wealth & Capital Management, LLC's estimated gain on his AAPL holdings is $1.09 Mil, reflecting a 14.03% gain to date.
Processus Wealth & Capital Management, LLC AAPL ($209.95) Holding Chart
Processus Wealth & Capital Management, LLC AAPL ($209.95) 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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