Number of Shares
11,250.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
1.42%
Total Estimate Gain
$234,434.22
% of Total Estimate Gain
9.89%

SARD WEALTH MANAGEMENT GROUP, LLC's Apple Inc Holding Summary

As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 11,250.00 shares of Apple Inc(AAPL), totaling $2.31 Mil. This investment constitutes 1.42% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 4 purchases of AAPL, at an average price of $191.70, for a total of 12,365.00 shares. In addition, there have been 2 sales at an average price of $205.79 for 1,115.00 shares. Based on historical transaction data and AAPL's current price of $211.14, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AAPL holdings is $234,434.22, reflecting a 9.89% gain to date.

SARD WEALTH MANAGEMENT GROUP, LLC AAPL ($211.14) Holding Chart

SARD WEALTH MANAGEMENT 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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