Number of Shares
37,659.00
Current Holdings Value*
$8.37 Mil
% of Portfolio
4.71%
Total Estimate Gain
$6.53 Mil
% of Total Estimate Gain
23.34%

Wealth Quarterback LLC's Apple Inc Holding Summary

As of 2025-03-31, Wealth Quarterback LLC held 37,659.00 shares of Apple Inc(AAPL), totaling $8.37 Mil. This investment constitutes 4.71% of their stock portfolio, and Wealth Quarterback LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Wealth Quarterback LLC has made 11 purchases of AAPL, at an average price of $73.78, for a total of 379,045.00 shares. In addition, there have been 7 sales at an average price of $78.94 for 341,386.00 shares. Based on historical transaction data and AAPL's current price of $200.30, Wealth Quarterback LLC's estimated gain on his AAPL holdings is $6.53 Mil, reflecting a 23.34% gain to date.

Wealth Quarterback LLC AAPL ($200.30) Holding Chart

Wealth Quarterback LLC AAPL ($200.30) 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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