Von Berge Wealth Management Group, LLC AAPL Holdings History
Von Berge Wealth Management Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 10,763.00 shares of Apple Inc(AAPL), totaling $2.24 Mil. This investment constitutes 1.45% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 6 purchases of AAPL, at an average price of $158.88, for a total of 19,587.00 shares. In addition, there have been 7 sales at an average price of $195.47 for 8,824.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Von Berge Wealth Management Group, LLC's estimated gain on his AAPL holdings is $885,620.25, reflecting a 28.46% gain to date.
Von Berge Wealth Management Group, LLC AAPL ($211.16) Holding Chart
Von Berge Wealth Management Group, LLC AAPL ($211.16) 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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