WealthOne, LLC AAPL Holdings History

Number of Shares
101,538.00
Current Holdings Value*
$17.38 Mil
% of Portfolio
7.02%
Total Estimate Gain
$13.24 Mil
% of Total Estimate Gain
106.90%

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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