Spahn Wealth & Retirement LLC AAPL Holdings History
Number of Shares
25,594.00
Current Holdings Value*
$6.41 Mil
% of Portfolio
4.2%
Total Estimate Gain
$-683,871.68
% of Total Estimate Gain
-11.33%
Spahn Wealth & Retirement LLC's Apple Inc Holding Summary
As of 2024-12-31, Spahn Wealth & Retirement LLC held 25,594.00 shares of Apple Inc(AAPL), totaling $6.41 Mil. This investment constitutes 4.2% of their stock portfolio, and Spahn Wealth & Retirement LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $209.11, Spahn Wealth & Retirement LLC's estimated gain on his AAPL holdings is $-683,871.68, reflecting a -11.33% gain to date.
Spahn Wealth & Retirement LLC AAPL ($209.11) Holding Chart
Spahn Wealth & Retirement 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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