Number of Shares
27,402.00
Current Holdings Value*
$5.62 Mil
% of Portfolio
3.79%
Total Estimate Gain
$1.77 Mil
% of Total Estimate Gain
32.73%

Taylor & Morgan Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 27,402.00 shares of Apple Inc(AAPL), totaling $5.62 Mil. This investment constitutes 3.79% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Taylor & Morgan Wealth Management, LLC has made 6 purchases of AAPL, at an average price of $158.76, for a total of 34,052.00 shares. In addition, there have been 8 sales at an average price of $208.87 for 6,650.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Taylor & Morgan Wealth Management, LLC's estimated gain on his AAPL holdings is $1.77 Mil, reflecting a 32.73% gain to date.

Taylor & Morgan Wealth Management, LLC AAPL ($211.18) Holding Chart

Taylor & Morgan Wealth Management, 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 %

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