Spectrum Wealth Counsel, LLC AAPL Holdings History
Spectrum Wealth Counsel, LLC's Apple Inc Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 120,395.00 shares of Apple Inc(AAPL), totaling $26.74 Mil. This investment constitutes 3.21% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 1 purchases of AAPL, at an average price of $190.36, for a total of 148,097.00 shares. In addition, there have been 4 sales at an average price of $195.24 for 27,702.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Spectrum Wealth Counsel, LLC's estimated gain on his AAPL holdings is $2.64 Mil, reflecting a 9.37% gain to date.
Spectrum Wealth Counsel, LLC AAPL ($211.18) Holding Chart
Spectrum Wealth Counsel, 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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