TCFG WEALTH MANAGEMENT, LLC AAPL Holdings History
Number of Shares
63,665.00
Current Holdings Value*
$14.14 Mil
% of Portfolio
7.12%
Total Estimate Gain
$-872,164.16
% of Total Estimate Gain
-5.86%
TCFG WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 63,665.00 shares of Apple Inc(AAPL), totaling $14.14 Mil. This investment constitutes 7.12% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $234.37 for 2,943.00 shares. Based on historical transaction data and AAPL's current price of $209.11, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $-872,164.16, reflecting a -5.86% gain to date.
TCFG WEALTH MANAGEMENT, LLC AAPL ($209.11) Holding Chart
TCFG WEALTH MANAGEMENT, LLC AAPL ($209.11) 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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