WorthPointe, LLC AAPL Holdings History

Number of Shares
12,949.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
1.29%
Total Estimate Gain
$760,028.72
% of Total Estimate Gain
23.07%

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 %

Top Ranked Articles

  • 1