WR Wealth Planners, LLC AAPL Holdings History
WR Wealth Planners, LLC's Apple Inc Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 34,133.00 shares of Apple Inc(AAPL), totaling $8.55 Mil. This investment constitutes 2.75% of their stock portfolio, and WR Wealth Planners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 2 purchases of AAPL, at an average price of $154.68, for a total of 43,720.00 shares. In addition, there have been 5 sales at an average price of $183.16 for 9,587.00 shares. Based on historical transaction data and AAPL's current price of $211.18, WR Wealth Planners, LLC's estimated gain on his AAPL holdings is $2.20 Mil, reflecting a 32.56% gain to date.
WR Wealth Planners, LLC AAPL ($211.18) Holding Chart
WR Wealth Planners, 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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