Number of Shares
111,100.00
Current Holdings Value*
$24.68 Mil
% of Portfolio
4.43%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
9.97%

Tyler-Stone Wealth Management's Apple Inc Holding Summary

As of 2025-03-31, Tyler-Stone Wealth Management held 111,100.00 shares of Apple Inc(AAPL), totaling $24.68 Mil. This investment constitutes 4.43% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Tyler-Stone Wealth Management has made 7 purchases of AAPL, at an average price of $192.23, for a total of 121,166.00 shares. In addition, there have been 5 sales at an average price of $213.89 for 10,066.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Tyler-Stone Wealth Management's estimated gain on his AAPL holdings is $2.32 Mil, reflecting a 9.97% gain to date.

Tyler-Stone Wealth Management AAPL ($211.18) Holding Chart

Tyler-Stone Wealth Management 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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