Worth Financial Advisory Group, LLC AAPL Holdings History
Worth Financial Advisory Group, LLC's Apple Inc Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held 26,692.00 shares of Apple Inc(AAPL), totaling $5.48 Mil. This investment constitutes 3.36% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 7 purchases of AAPL, at an average price of $172.74, for a total of 41,544.00 shares. In addition, there have been 3 sales at an average price of $232.47 for 14,852.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Worth Financial Advisory Group, LLC's estimated gain on his AAPL holdings is $1.91 Mil, reflecting a 26.66% gain to date.
Worth Financial Advisory Group, LLC AAPL ($211.18) Holding Chart
Worth Financial Advisory Group, 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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