Number of Shares
24.00
Current Holdings Value*
$5,590.00
% of Portfolio
0.17%
Total Estimate Gain
$3.79 Mil
% of Total Estimate Gain
31.93%

SYSTM Wealth Solutions LLC's Apple Inc Holding Summary

As of 2024-09-30, SYSTM Wealth Solutions LLC held 24.00 shares of Apple Inc(AAPL), totaling $5,590.00. This investment constitutes 0.17% of their stock portfolio, and SYSTM Wealth Solutions LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then SYSTM Wealth Solutions LLC has made 1 purchases of AAPL, at an average price of $148.35, for a total of 79,894.00 shares. In addition, there have been 6 sales at an average price of $195.72 for 79,870.00 shares. Based on historical transaction data and AAPL's current price of $208.62, SYSTM Wealth Solutions LLC's estimated gain on his AAPL holdings is $3.79 Mil, reflecting a 31.93% gain to date.

SYSTM Wealth Solutions LLC AAPL ($208.62) Holding Chart

SYSTM Wealth Solutions LLC AAPL ($208.62) 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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