WFA Of San Diego, LLC AAPL Holdings History
WFA of San Diego, LLC's Apple Inc Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 56,683.00 shares of Apple Inc(AAPL), totaling $13.21 Mil. This investment constitutes 11.14% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 4 purchases of AAPL, at an average price of $79.11, for a total of 396,786.00 shares. In addition, there have been 11 sales at an average price of $114.72 for 340,103.00 shares. Based on historical transaction data and AAPL's current price of $211.18, WFA of San Diego, LLC's estimated gain on his AAPL holdings is $19.60 Mil, reflecting a 62.44% gain to date.
WFA of San Diego, LLC AAPL ($211.18) Holding Chart
WFA of San Diego, 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 % | |||
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