Wallace Advisory Group, LLC AAPL Holdings History
Wallace Advisory Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 18,074.00 shares of Apple Inc(AAPL), totaling $4.53 Mil. This investment constitutes 3.13% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Wallace Advisory Group, LLC has made 3 purchases of AAPL, at an average price of $168.90, for a total of 23,554.00 shares. In addition, there have been 5 sales at an average price of $199.54 for 5,480.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Wallace Advisory Group, LLC's estimated gain on his AAPL holdings is $909,728.21, reflecting a 22.87% gain to date.
Wallace Advisory Group, LLC AAPL ($209.95) Holding Chart
Wallace Advisory Group, LLC AAPL ($209.95) 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
