Spire Wealth Management AAPL Holdings History
Spire Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Spire Wealth Management held 500,240.00 shares of Apple Inc(AAPL), totaling $111.12 Mil. This investment constitutes 3.56% of their stock portfolio, and Spire Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 9 purchases of AAPL, at an average price of $138.86, for a total of 1.62 Mil shares. In addition, there have been 7 sales at an average price of $160.24 for 1.12 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, Spire Wealth Management's estimated gain on his AAPL holdings is $60.05 Mil, reflecting a 26.74% gain to date.
Spire Wealth Management AAPL ($211.18) Holding Chart
Spire Wealth Management 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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