WealthOne, LLC AAPL Holdings History
WealthOne, LLC's Apple Inc Holding Summary
As of 2023-09-30, WealthOne, LLC held 101,538.00 shares of Apple Inc(AAPL), totaling $17.38 Mil. This investment constitutes 7.02% of their stock portfolio, and WealthOne, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 15 purchases of AAPL, at an average price of $76.39, for a total of 162,165.00 shares. In addition, there have been 4 sales at an average price of $63.47 for 60,627.00 shares. Based on historical transaction data and AAPL's current price of $214.52, WealthOne, LLC's estimated gain on his AAPL holdings is $13.24 Mil, reflecting a 106.90% gain to date.
WealthOne, LLC AAPL ($214.52) Holding Chart
WealthOne, LLC AAPL ($214.52) 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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