U S WEALTH GROUP, LLC. AAPL Holdings History
Number of Shares
26,917.00
Current Holdings Value*
$5.98 Mil
% of Portfolio
5.78%
Total Estimate Gain
$-573,620.01
% of Total Estimate Gain
-8.58%
U S WEALTH GROUP, LLC.'s Apple Inc Holding Summary
As of 2025-03-31, U S WEALTH GROUP, LLC. held 26,917.00 shares of Apple Inc(AAPL), totaling $5.98 Mil. This investment constitutes 5.78% of their stock portfolio, and U S WEALTH GROUP, LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 1,428.00 shares. Based on historical transaction data and AAPL's current price of $214.74, U S WEALTH GROUP, LLC.'s estimated gain on his AAPL holdings is $-573,620.01, reflecting a -8.58% gain to date.
U S WEALTH GROUP, LLC. AAPL ($214.74) Holding Chart
U S WEALTH GROUP, LLC. AAPL ($214.74) 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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