Number of Shares
12,149.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
4.76%
Total Estimate Gain
$396,748.00
% of Total Estimate Gain
15.29%

Solutions 4 Wealth, Ltd's Apple Inc Holding Summary

As of 2025-03-31, Solutions 4 Wealth, Ltd held 12,149.00 shares of Apple Inc(AAPL), totaling $2.70 Mil. This investment constitutes 4.76% of their stock portfolio, and Solutions 4 Wealth, Ltd now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Solutions 4 Wealth, Ltd has made 1 purchases of AAPL, at an average price of $184.68, for a total of 14,048.00 shares. In addition, there have been 4 sales at an average price of $208.87 for 1,899.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Solutions 4 Wealth, Ltd's estimated gain on his AAPL holdings is $396,748.00, reflecting a 15.29% gain to date.

Solutions 4 Wealth, Ltd AAPL ($213.55) Holding Chart

Solutions 4 Wealth, Ltd AAPL ($213.55) 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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