VALLEY WEALTH MANAGERS, INC. AAPL Holdings History
VALLEY WEALTH MANAGERS, INC.'s Apple Inc Holding Summary
As of 2025-03-31, VALLEY WEALTH MANAGERS, INC. held 196,084.00 shares of Apple Inc(AAPL), totaling $43.56 Mil. This investment constitutes 3.3% of their stock portfolio, and VALLEY WEALTH MANAGERS, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then VALLEY WEALTH MANAGERS, INC. has made 7 purchases of AAPL, at an average price of $59.74, for a total of 933,256.00 shares. In addition, there have been 29 sales at an average price of $114.00 for 737,172.00 shares. Based on historical transaction data and AAPL's current price of $211.18, VALLEY WEALTH MANAGERS, INC.'s estimated gain on his AAPL holdings is $69.69 Mil, reflecting a 124.99% gain to date.
VALLEY WEALTH MANAGERS, INC. AAPL ($211.18) Holding Chart
VALLEY WEALTH MANAGERS, INC. 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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