WCG Wealth Advisors LLC AAPL Holdings History
WCG Wealth Advisors LLC's Apple Inc Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 186,611.00 shares of Apple Inc(AAPL), totaling $41.45 Mil. This investment constitutes 3.17% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q2. And since then WCG Wealth Advisors LLC has made 4 purchases of AAPL, at an average price of $171.34, for a total of 430,390.00 shares. In addition, there have been 7 sales at an average price of $173.79 for 243,779.00 shares. Based on historical transaction data and AAPL's current price of $211.18, WCG Wealth Advisors LLC's estimated gain on his AAPL holdings is $8.03 Mil, reflecting a 10.90% gain to date.
WCG Wealth Advisors LLC AAPL ($211.18) Holding Chart
WCG Wealth Advisors LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
