Strategies Wealth Advisors, LLC AAPL Holdings History
Strategies Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 31,202.00 shares of Apple Inc(AAPL), totaling $6.93 Mil. This investment constitutes 0.85% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Strategies Wealth Advisors, LLC has made 2 purchases of AAPL, at an average price of $232.33, for a total of 31,202.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Strategies Wealth Advisors, LLC's estimated gain on his AAPL holdings is $-562,926.43, reflecting a -7.77% gain to date.
Strategies Wealth Advisors, LLC AAPL ($214.29) Holding Chart
Strategies Wealth Advisors, LLC AAPL ($214.29) 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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