Number of Shares
51,595.00
Current Holdings Value*
$11.46 Mil
% of Portfolio
2.94%
Total Estimate Gain
$1.19 Mil
% of Total Estimate Gain
2.15%

Scissortail Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Scissortail Wealth Management, LLC held 51,595.00 shares of Apple Inc(AAPL), totaling $11.46 Mil. This investment constitutes 2.94% of their stock portfolio, and Scissortail Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Scissortail Wealth Management, LLC has made 5 purchases of AAPL, at an average price of $181.76, for a total of 303,174.00 shares. In addition, there have been 7 sales at an average price of $180.86 for 251,579.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Scissortail Wealth Management, LLC's estimated gain on his AAPL holdings is $1.19 Mil, reflecting a 2.15% gain to date.

Scissortail Wealth Management, LLC AAPL ($209.11) Holding Chart

Scissortail Wealth Management, LLC AAPL ($209.11) 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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