Shared Vision Wealth Group LLC AAPL Holdings History
Shared Vision Wealth Group LLC's Apple Inc Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 177,298.00 shares of Apple Inc(AAPL), totaling $39.38 Mil. This investment constitutes 21.51% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 1 purchases of AAPL, at an average price of $184.71, for a total of 179,777.00 shares. In addition, there have been 4 sales at an average price of $218.98 for 2,479.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Shared Vision Wealth Group LLC's estimated gain on his AAPL holdings is $4.57 Mil, reflecting a 13.77% gain to date.
Shared Vision Wealth Group LLC AAPL ($210.02) Holding Chart
Shared Vision Wealth Group LLC 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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