Wealth Group, Ltd. AAPL Holdings History
Wealth Group, Ltd.'s Apple Inc Holding Summary
As of 2025-03-31, Wealth Group, Ltd. held 75,340.00 shares of Apple Inc(AAPL), totaling $16.74 Mil. This investment constitutes 10.84% of their stock portfolio, and Wealth Group, Ltd. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q1. And since then Wealth Group, Ltd. has made 3 purchases of AAPL, at an average price of $183.32, for a total of 75,559.00 shares. In addition, there have been 1 sales at an average price of $235.83 for 219.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Wealth Group, Ltd.'s estimated gain on his AAPL holdings is $2.11 Mil, reflecting a 15.24% gain to date.
Wealth Group, Ltd. AAPL ($211.18) Holding Chart
Wealth Group, Ltd. 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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