Three Cord True Wealth Management, LLC AAPL Holdings History
Three Cord True Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Three Cord True Wealth Management, LLC held 2,682.00 shares of Apple Inc(AAPL), totaling $550,360.00. This investment constitutes 1.01% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Three Cord True Wealth Management, LLC has made 1 purchases of AAPL, at an average price of $235.70, for a total of 2,729.00 shares. In addition, there have been 1 sales at an average price of $202.27 for 47.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Three Cord True Wealth Management, LLC's estimated gain on his AAPL holdings is $-60,415.46, reflecting a -9.39% gain to date.
Three Cord True Wealth Management, LLC AAPL ($213.76) Holding Chart
Three Cord True Wealth Management, LLC AAPL ($213.76) 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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