Number of Shares
34,216.00
Current Holdings Value*
$7.60 Mil
% of Portfolio
4.43%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
31.06%

YARGER WEALTH STRATEGIES, LLC's Apple Inc Holding Summary

As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 34,216.00 shares of Apple Inc(AAPL), totaling $7.60 Mil. This investment constitutes 4.43% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then YARGER WEALTH STRATEGIES, LLC has made 6 purchases of AAPL, at an average price of $159.94, for a total of 37,976.00 shares. In addition, there have been 7 sales at an average price of $203.01 for 3,760.00 shares. Based on historical transaction data and AAPL's current price of $210.35, YARGER WEALTH STRATEGIES, LLC's estimated gain on his AAPL holdings is $1.89 Mil, reflecting a 31.06% gain to date.

YARGER WEALTH STRATEGIES, LLC AAPL ($210.35) Holding Chart

YARGER WEALTH STRATEGIES, LLC AAPL ($210.35) 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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