Spectrum Wealth Advisory Group, LLC AAPL Holdings History
Spectrum Wealth Advisory Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 33,496.00 shares of Apple Inc(AAPL), totaling $7.44 Mil. This investment constitutes 3.57% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q1. And since then Spectrum Wealth Advisory Group, LLC has made 9 purchases of AAPL, at an average price of $97.11, for a total of 78,757.00 shares. In addition, there have been 15 sales at an average price of $126.33 for 45,261.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Spectrum Wealth Advisory Group, LLC's estimated gain on his AAPL holdings is $5.10 Mil, reflecting a 66.75% gain to date.
Spectrum Wealth Advisory Group, LLC AAPL ($210.02) Holding Chart
Spectrum Wealth Advisory 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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