Wealth Management Solutions, LLC AAPL Holdings History
Wealth Management Solutions, LLC's Apple Inc Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 15,147.00 shares of Apple Inc(AAPL), totaling $2.59 Mil. This investment constitutes 1.78% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Wealth Management Solutions, LLC has made 3 purchases of AAPL, at an average price of $158.65, for a total of 19,061.00 shares. In addition, there have been 4 sales at an average price of $162.32 for 3,914.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Wealth Management Solutions, LLC's estimated gain on his AAPL holdings is $809,981.00, reflecting a 26.78% gain to date.
Wealth Management Solutions, LLC AAPL ($211.18) Holding Chart
Wealth Management Solutions, LLC 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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