WealthTrust Asset Management, LLC AAPL Holdings History
WealthTrust Asset Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, WealthTrust Asset Management, LLC held 19,151.00 shares of Apple Inc(AAPL), totaling $4.25 Mil. This investment constitutes 3.15% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q2. And since then WealthTrust Asset Management, LLC has made 6 purchases of AAPL, at an average price of $147.93, for a total of 34,236.00 shares. In addition, there have been 9 sales at an average price of $165.73 for 15,085.00 shares. Based on historical transaction data and AAPL's current price of $211.18, WealthTrust Asset Management, LLC's estimated gain on his AAPL holdings is $1.48 Mil, reflecting a 29.22% gain to date.
WealthTrust Asset Management, LLC AAPL ($211.18) Holding Chart
WealthTrust Asset Management, 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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