Trueblood Wealth Management, LLC AAPL Holdings History
Trueblood Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Trueblood Wealth Management, LLC held 35,553.00 shares of Apple Inc(AAPL), totaling $7.29 Mil. This investment constitutes 3.05% of their stock portfolio, and Trueblood Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Trueblood Wealth Management, LLC has made 3 purchases of AAPL, at an average price of $185.02, for a total of 36,805.00 shares. In addition, there have been 3 sales at an average price of $190.05 for 1,252.00 shares. Based on historical transaction data and AAPL's current price of $214.52, Trueblood Wealth Management, LLC's estimated gain on his AAPL holdings is $1.06 Mil, reflecting a 15.49% gain to date.
Trueblood Wealth Management, LLC AAPL ($214.52) Holding Chart
Trueblood Wealth Management, LLC AAPL ($214.52) 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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