WorthPointe, LLC AAPL Holdings History
WorthPointe, LLC's Apple Inc Holding Summary
As of 2025-03-31, WorthPointe, LLC held 12,949.00 shares of Apple Inc(AAPL), totaling $2.88 Mil. This investment constitutes 1.29% of their stock portfolio, and WorthPointe, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 7 purchases of AAPL, at an average price of $172.55, for a total of 19,090.00 shares. In addition, there have been 6 sales at an average price of $209.41 for 6,141.00 shares. Based on historical transaction data and AAPL's current price of $213.76, WorthPointe, LLC's estimated gain on his AAPL holdings is $760,028.72, reflecting a 23.07% gain to date.
WorthPointe, LLC AAPL ($213.76) Holding Chart
WorthPointe, LLC AAPL ($213.76) 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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