Simplicity Wealth,LLC AAPL Holdings History
Simplicity Wealth,LLC's Apple Inc Holding Summary
As of 2025-03-31, Simplicity Wealth,LLC held 92,962.00 shares of Apple Inc(AAPL), totaling $20.65 Mil. This investment constitutes 1.61% of their stock portfolio, and Simplicity Wealth,LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Simplicity Wealth,LLC has made 5 purchases of AAPL, at an average price of $185.06, for a total of 721,189.00 shares. In addition, there have been 8 sales at an average price of $221.75 for 628,227.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Simplicity Wealth,LLC's estimated gain on his AAPL holdings is $25.48 Mil, reflecting a 19.09% gain to date.
Simplicity Wealth,LLC AAPL ($211.18) Holding Chart
Simplicity Wealth,LLC AAPL ($211.18) 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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