Number of Shares
23,941.00
Current Holdings Value*
$5.32 Mil
% of Portfolio
3.73%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
21.85%

Royal Capital Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Royal Capital Wealth Management, LLC held 23,941.00 shares of Apple Inc(AAPL), totaling $5.32 Mil. This investment constitutes 3.73% of their stock portfolio, and Royal Capital Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Royal Capital Wealth Management, LLC has made 9 purchases of AAPL, at an average price of $164.65, for a total of 38,534.00 shares. In addition, there have been 4 sales at an average price of $179.07 for 14,593.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Royal Capital Wealth Management, LLC's estimated gain on his AAPL holdings is $1.39 Mil, reflecting a 21.85% gain to date.

Royal Capital Wealth Management, LLC AAPL ($213.76) Holding Chart

Royal Capital Wealth Management, LLC AAPL ($213.76) 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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