WEALTH ALLIANCE, LLC AAPL Holdings History
WEALTH ALLIANCE, LLC's Apple Inc Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 350,823.00 shares of Apple Inc(AAPL), totaling $77.93 Mil. This investment constitutes 9.43% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then WEALTH ALLIANCE, LLC has made 10 purchases of AAPL, at an average price of $115.97, for a total of 421,581.00 shares. In addition, there have been 11 sales at an average price of $185.49 for 70,758.00 shares. Based on historical transaction data and AAPL's current price of $214.29, WEALTH ALLIANCE, LLC's estimated gain on his AAPL holdings is $39.41 Mil, reflecting a 80.61% gain to date.
WEALTH ALLIANCE, LLC AAPL ($214.29) Holding Chart
WEALTH ALLIANCE, LLC AAPL ($214.29) 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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