SAGE PRIVATE WEALTH GROUP, LLC AAPL Holdings History
SAGE PRIVATE WEALTH GROUP, LLC's Apple Inc Holding Summary
As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 13,058.00 shares of Apple Inc(AAPL), totaling $2.90 Mil. This investment constitutes 2.2% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 11 purchases of AAPL, at an average price of $147.81, for a total of 18,468.00 shares. In addition, there have been 6 sales at an average price of $159.89 for 5,410.00 shares. Based on historical transaction data and AAPL's current price of $211.14, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his AAPL holdings is $892,318.97, reflecting a 32.69% gain to date.
SAGE PRIVATE WEALTH GROUP, LLC AAPL ($211.14) Holding Chart
SAGE PRIVATE WEALTH GROUP, LLC AAPL ($211.14) 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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