Number of Shares
2,969.00
Current Holdings Value*
$659,500.00
% of Portfolio
0.54%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
60.93%

Refined Wealth Management's Apple Inc Holding Summary

As of 2025-03-31, Refined Wealth Management held 2,969.00 shares of Apple Inc(AAPL), totaling $659,500.00. This investment constitutes 0.54% of their stock portfolio, and Refined Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q2. And since then Refined Wealth Management has made 9 purchases of AAPL, at an average price of $136.90, for a total of 14,505.00 shares. In addition, there have been 6 sales at an average price of $222.64 for 11,536.00 shares. Based on historical transaction data and AAPL's current price of $211.22, Refined Wealth Management's estimated gain on his AAPL holdings is $1.21 Mil, reflecting a 60.93% gain to date.

Refined Wealth Management AAPL ($211.22) Holding Chart

Refined Wealth Management AAPL ($211.22) 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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