SARD WEALTH MANAGEMENT GROUP, LLC AAPL Holdings History
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 $211.16, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AAPL holdings is $234,659.22, reflecting a 9.90% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC AAPL ($211.16) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC AAPL ($211.16) 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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