Number of Shares
20,953.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
6.29%
Total Estimate Gain
$4.86 Mil
% of Total Estimate Gain
134.78%

QP WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 20,953.00 shares of Apple Inc(AAPL), totaling $3.59 Mil. This investment constitutes 6.29% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then QP WEALTH MANAGEMENT, LLC has made 4 purchases of AAPL, at an average price of $72.46, for a total of 49,713.00 shares. In addition, there have been 11 sales at an average price of $140.11 for 28,760.00 shares. Based on historical transaction data and AAPL's current price of $211.32, QP WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $4.86 Mil, reflecting a 134.78% gain to date.

QP WEALTH MANAGEMENT, LLC AAPL ($211.32) Holding Chart

QP WEALTH MANAGEMENT, LLC AAPL ($211.32) 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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