ACG Wealth AAPL Holdings History

Number of Shares
205,069.00
Current Holdings Value*
$28.34 Mil
% of Portfolio
6.5%
Total Estimate Gain
$71.71 Mil
% of Total Estimate Gain
391.64%

ACG Wealth's Apple Inc Holding Summary

As of 2022-09-30, ACG Wealth held 205,069.00 shares of Apple Inc(AAPL), totaling $28.34 Mil. This investment constitutes 6.5% of their stock portfolio, and ACG Wealth now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then ACG Wealth has made 4 purchases of AAPL, at an average price of $20.67, for a total of 885,876.00 shares. In addition, there have been 22 sales at an average price of $68.61 for 680,807.00 shares. Based on historical transaction data and AAPL's current price of $211.18, ACG Wealth's estimated gain on his AAPL holdings is $71.71 Mil, reflecting a 391.64% gain to date.

ACG Wealth AAPL ($211.18) Holding Chart

ACG Wealth 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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