StoneCrest Wealth Management, Inc. AAPL Holdings History
StoneCrest Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, StoneCrest Wealth Management, Inc. held 3,868.00 shares of Apple Inc(AAPL), totaling $859,200.00. This investment constitutes 0.55% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $199.87 for 17,679.00 shares. Based on historical transaction data and AAPL's current price of $211.16, StoneCrest Wealth Management, Inc.'s estimated gain on his AAPL holdings is $371,866.51, reflecting a 9.35% gain to date.
StoneCrest Wealth Management, Inc. AAPL ($211.16) Holding Chart
StoneCrest Wealth Management, Inc. AAPL ($211.16) 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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