Wealth Dimensions Group, Ltd. AAPL Holdings History
Wealth Dimensions Group, Ltd.'s Apple Inc Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 65,739.00 shares of Apple Inc(AAPL), totaling $14.60 Mil. This investment constitutes 3.49% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Wealth Dimensions Group, Ltd. has made 12 purchases of AAPL, at an average price of $131.29, for a total of 74,611.00 shares. In addition, there have been 5 sales at an average price of $170.04 for 8,872.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Wealth Dimensions Group, Ltd.'s estimated gain on his AAPL holdings is $5.52 Mil, reflecting a 56.35% gain to date.
Wealth Dimensions Group, Ltd. AAPL ($210.02) Holding Chart
Wealth Dimensions Group, Ltd. AAPL ($210.02) 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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