Number of Shares
17,346.00
Current Holdings Value*
$3.85 Mil
% of Portfolio
3.14%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
45.50%

Redwood Wealth Management Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Redwood Wealth Management Group, LLC held 17,346.00 shares of Apple Inc(AAPL), totaling $3.85 Mil. This investment constitutes 3.14% of their stock portfolio, and Redwood Wealth Management Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Redwood Wealth Management Group, LLC has made 1 purchases of AAPL, at an average price of $143.17, for a total of 21,147.00 shares. In addition, there have been 8 sales at an average price of $195.22 for 3,801.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Redwood Wealth Management Group, LLC's estimated gain on his AAPL holdings is $1.38 Mil, reflecting a 45.50% gain to date.

Redwood Wealth Management Group, LLC AAPL ($211.18) Holding Chart

Redwood Wealth Management Group, LLC AAPL ($211.18) 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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