WMG Financial Advisors, LLC AAPL Holdings History
WMG Financial Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 28,130.00 shares of Apple Inc(AAPL), totaling $6.25 Mil. This investment constitutes 2.66% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 9 purchases of AAPL, at an average price of $167.81, for a total of 37,236.00 shares. In addition, there have been 4 sales at an average price of $162.18 for 9,106.00 shares. Based on historical transaction data and AAPL's current price of $214.40, WMG Financial Advisors, LLC's estimated gain on his AAPL holdings is $1.26 Mil, reflecting a 20.15% gain to date.
WMG Financial Advisors, LLC AAPL ($214.40) Holding Chart
WMG Financial Advisors, LLC AAPL ($214.40) 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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