Worth Asset Management, LLC AAPL Holdings History
Worth Asset Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Worth Asset Management, LLC held 16,861.00 shares of Apple Inc(AAPL), totaling $3.46 Mil. This investment constitutes 1.71% of their stock portfolio, and Worth Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then Worth Asset Management, LLC has made 4 purchases of AAPL, at an average price of $176.94, for a total of 27,394.00 shares. In addition, there have been 8 sales at an average price of $212.81 for 10,533.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Worth Asset Management, LLC's estimated gain on his AAPL holdings is $955,228.16, reflecting a 19.71% gain to date.
Worth Asset Management, LLC AAPL ($211.18) Holding Chart
Worth 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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