RMR Wealth Builders AAPL Holdings History

Number of Shares
127,314.00
Current Holdings Value*
$26.12 Mil
% of Portfolio
2.37%
Total Estimate Gain
$10.22 Mil
% of Total Estimate Gain
32.35%

RMR Wealth Builders's Apple Inc Holding Summary

As of 2025-06-30, RMR Wealth Builders held 127,314.00 shares of Apple Inc(AAPL), totaling $26.12 Mil. This investment constitutes 2.37% of their stock portfolio, and RMR Wealth Builders now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then RMR Wealth Builders has made 15 purchases of AAPL, at an average price of $128.32, for a total of 246,213.00 shares. In addition, there have been 7 sales at an average price of $125.77 for 118,899.00 shares. Based on historical transaction data and AAPL's current price of $210.98, RMR Wealth Builders's estimated gain on his AAPL holdings is $10.22 Mil, reflecting a 32.35% gain to date.

RMR Wealth Builders AAPL ($210.98) Holding Chart

RMR Wealth Builders AAPL ($210.98) 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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