Number of Shares
54,194.00
Current Holdings Value*
$12.04 Mil
% of Portfolio
3.19%
Total Estimate Gain
$13.25 Mil
% of Total Estimate Gain
36.42%

Wealth Advisory Solutions, LLC's Apple Inc Holding Summary

As of 2025-03-31, Wealth Advisory Solutions, LLC held 54,194.00 shares of Apple Inc(AAPL), totaling $12.04 Mil. This investment constitutes 3.19% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 7 purchases of AAPL, at an average price of $106.51, for a total of 341,483.00 shares. In addition, there have been 12 sales at an average price of $132.88 for 287,289.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Wealth Advisory Solutions, LLC's estimated gain on his AAPL holdings is $13.25 Mil, reflecting a 36.42% gain to date.

Wealth Advisory Solutions, LLC AAPL ($211.16) Holding Chart

Wealth Advisory Solutions, LLC AAPL ($211.16) 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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