U.S. Capital Wealth Advisors, LLC AAPL Holdings History
U.S. Capital Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, U.S. Capital Wealth Advisors, LLC held 412,924.00 shares of Apple Inc(AAPL), totaling $91.72 Mil. This investment constitutes 2.81% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 7 purchases of AAPL, at an average price of $163.72, for a total of 507,389.00 shares. In addition, there have been 7 sales at an average price of $164.61 for 94,465.00 shares. Based on historical transaction data and AAPL's current price of $210.01, U.S. Capital Wealth Advisors, LLC's estimated gain on his AAPL holdings is $19.20 Mil, reflecting a 23.11% gain to date.
U.S. Capital Wealth Advisors, LLC AAPL ($210.01) Holding Chart
U.S. Capital Wealth Advisors, LLC AAPL ($210.01) 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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