Number of Shares
17,518.00
Current Holdings Value*
$3.89 Mil
% of Portfolio
1.67%
Total Estimate Gain
$2.48 Mil
% of Total Estimate Gain
33.92%

Wealth Advisors of Iowa, LLC's Apple Inc Holding Summary

As of 2025-03-31, Wealth Advisors of Iowa, LLC held 17,518.00 shares of Apple Inc(AAPL), totaling $3.89 Mil. This investment constitutes 1.67% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q1. And since then Wealth Advisors of Iowa, LLC has made 10 purchases of AAPL, at an average price of $126.27, for a total of 57,894.00 shares. In addition, there have been 10 sales at an average price of $151.35 for 40,376.00 shares. Based on historical transaction data and AAPL's current price of $210.01, Wealth Advisors of Iowa, LLC's estimated gain on his AAPL holdings is $2.48 Mil, reflecting a 33.92% gain to date.

Wealth Advisors of Iowa, LLC AAPL ($210.01) Holding Chart

Wealth Advisors of Iowa, LLC AAPL ($210.01) 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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