Yoder Wealth Management, Inc. AAPL Holdings History
Number of Shares
47,968.00
Current Holdings Value*
$10.66 Mil
% of Portfolio
6%
Total Estimate Gain
$3.70 Mil
% of Total Estimate Gain
41.43%
Yoder Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 47,968.00 shares of Apple Inc(AAPL), totaling $10.66 Mil. This investment constitutes 6% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q1. In addition, there have been 7 sales at an average price of $203.53 for 12,524.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Yoder Wealth Management, Inc.'s estimated gain on his AAPL holdings is $3.70 Mil, reflecting a 41.43% gain to date.
Yoder Wealth Management, Inc. AAPL ($210.02) Holding Chart
Yoder Wealth Management, Inc. AAPL ($210.02) 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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