Trajan Wealth LLC AAPL Holdings History
Trajan Wealth LLC's Apple Inc Holding Summary
As of 2025-03-31, Trajan Wealth LLC held 215,385.00 shares of Apple Inc(AAPL), totaling $47.84 Mil. This investment constitutes 2.61% of their stock portfolio, and Trajan Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 4 purchases of AAPL, at an average price of $191.35, for a total of 215,385.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Trajan Wealth LLC's estimated gain on his AAPL holdings is $4.83 Mil, reflecting a 11.71% gain to date.
Trajan Wealth LLC AAPL ($213.76) Holding Chart
Trajan Wealth 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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