Wealth Management Associates, Inc. AAPL Holdings History
Wealth Management Associates, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Wealth Management Associates, Inc. held 65,929.00 shares of Apple Inc(AAPL), totaling $14.64 Mil. This investment constitutes 6.28% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q2. And since then Wealth Management Associates, Inc. has made 7 purchases of AAPL, at an average price of $80.16, for a total of 102,338.00 shares. In addition, there have been 11 sales at an average price of $167.04 for 36,409.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Wealth Management Associates, Inc.'s estimated gain on his AAPL holdings is $12.01 Mil, reflecting a 146.46% gain to date.
Wealth Management Associates, Inc. AAPL ($214.40) Holding Chart
Wealth Management Associates, Inc. AAPL ($214.40) 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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