Wiser Advisor Group LLC AAPL Holdings History
Wiser Advisor Group LLC's Apple Inc Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 25,420.00 shares of Apple Inc(AAPL), totaling $5.65 Mil. This investment constitutes 8.34% of their stock portfolio, and Wiser Advisor Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Wiser Advisor Group LLC has made 3 purchases of AAPL, at an average price of $184.98, for a total of 26,213.00 shares. In addition, there have been 2 sales at an average price of $205.18 for 793.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Wiser Advisor Group LLC's estimated gain on his AAPL holdings is $650,731.11, reflecting a 13.42% gain to date.
Wiser Advisor Group LLC AAPL ($209.95) Holding Chart
Wiser Advisor Group LLC AAPL ($209.95) 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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