Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$584,732.89
% of Total Estimate Gain
4.39%

Wellington Wealth Strategies, LLC.'s Apple Inc Holding Summary

As of 2024-12-31, Wellington Wealth Strategies, LLC. held - shares of Apple Inc(AAPL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wellington Wealth Strategies, LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q1. And since then Wellington Wealth Strategies, LLC. has made 2 purchases of AAPL, at an average price of $204.73, for a total of 65,019.00 shares. In addition, there have been 2 sales at an average price of $213.73 for 65,019.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Wellington Wealth Strategies, LLC.'s estimated gain on his AAPL holdings is $584,732.89, reflecting a 4.39% gain to date.

Wellington Wealth Strategies, LLC. AAPL ($211.18) Holding Chart

Wellington Wealth Strategies, 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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