Rockline Wealth Management, LLC AAPL Holdings History
Rockline Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Rockline Wealth Management, LLC held 143,296.00 shares of Apple Inc(AAPL), totaling $31.83 Mil. This investment constitutes 8.86% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 3 purchases of AAPL, at an average price of $185.54, for a total of 149,027.00 shares. In addition, there have been 2 sales at an average price of $232.47 for 5,731.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Rockline Wealth Management, LLC's estimated gain on his AAPL holdings is $3.94 Mil, reflecting a 14.26% gain to date.
Rockline Wealth Management, LLC AAPL ($211.18) Holding Chart
Rockline Wealth Management, 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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