Transform Wealth, LLC AAPL Holdings History
Transform Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 291,582.00 shares of Apple Inc(AAPL), totaling $64.77 Mil. This investment constitutes 3.92% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 13 purchases of AAPL, at an average price of $92.46, for a total of 529,748.00 shares. In addition, there have been 15 sales at an average price of $116.98 for 238,166.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Transform Wealth, LLC's estimated gain on his AAPL holdings is $40.45 Mil, reflecting a 82.59% gain to date.
Transform Wealth, LLC AAPL ($211.18) Holding Chart
Transform Wealth, 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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