Strategic Wealth Management Group, LLC AAPL Holdings History
Strategic Wealth Management Group, LLC's Apple Inc Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 74,202.00 shares of Apple Inc(AAPL), totaling $10.16 Mil. This investment constitutes 3.71% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Strategic Wealth Management Group, LLC has made 6 purchases of AAPL, at an average price of $56.79, for a total of 89,250.00 shares. In addition, there have been 4 sales at an average price of $121.76 for 15,048.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Strategic Wealth Management Group, LLC's estimated gain on his AAPL holdings is $12.43 Mil, reflecting a 245.30% gain to date.
Strategic Wealth Management Group, LLC AAPL ($211.18) Holding Chart
Strategic Wealth Management Group, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
