Sugarloaf Wealth Management, LLC AAPL Holdings History
Sugarloaf Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 55,594.00 shares of Apple Inc(AAPL), totaling $13.92 Mil. This investment constitutes 2.63% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Sugarloaf Wealth Management, LLC has made 9 purchases of AAPL, at an average price of $96.15, for a total of 141,130.00 shares. In addition, there have been 11 sales at an average price of $129.43 for 85,536.00 shares. Based on historical transaction data and AAPL's current price of $213.11, Sugarloaf Wealth Management, LLC's estimated gain on his AAPL holdings is $9.35 Mil, reflecting a 68.89% gain to date.
Sugarloaf Wealth Management, LLC AAPL ($213.11) Holding Chart
Sugarloaf Wealth Management, LLC AAPL ($213.11) 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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