Number of Shares
20,258.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
2.12%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
45.75%

Prosperity Wealth Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Prosperity Wealth Management, Inc. held 20,258.00 shares of Apple Inc(AAPL), totaling $4.50 Mil. This investment constitutes 2.12% of their stock portfolio, and Prosperity Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Prosperity Wealth Management, Inc. has made 5 purchases of AAPL, at an average price of $147.43, for a total of 28,920.00 shares. In addition, there have been 4 sales at an average price of $217.50 for 8,662.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Prosperity Wealth Management, Inc.'s estimated gain on his AAPL holdings is $1.95 Mil, reflecting a 45.75% gain to date.

Prosperity Wealth Management, Inc. AAPL ($213.76) Holding Chart

Prosperity Wealth Management, Inc. AAPL ($213.76) 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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