SWM Advisors AAPL Holdings History
Number of Shares
4,256.00
Current Holdings Value*
$588,000.00
% of Portfolio
0.55%
Total Estimate Gain
$218,800.96
% of Total Estimate Gain
32.41%
SWM Advisors's Apple Inc Holding Summary
As of 2022-09-30, SWM Advisors held 4,256.00 shares of Apple Inc(AAPL), totaling $588,000.00. This investment constitutes 0.55% of their stock portfolio, and SWM Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and AAPL's current price of $210.02, SWM Advisors's estimated gain on his AAPL holdings is $218,800.96, reflecting a 32.41% gain to date.
SWM Advisors AAPL ($210.02) Holding Chart
SWM Advisors AAPL ($210.02) 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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