Number of Shares
74,944.00
Current Holdings Value*
$16.65 Mil
% of Portfolio
3.18%
Total Estimate Gain
$18.75 Mil
% of Total Estimate Gain
231.26%

Alpha Omega Wealth Management LLC's Apple Inc Holding Summary

As of 2025-03-31, Alpha Omega Wealth Management LLC held 74,944.00 shares of Apple Inc(AAPL), totaling $16.65 Mil. This investment constitutes 3.18% of their stock portfolio, and Alpha Omega Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Alpha Omega Wealth Management LLC has made 4 purchases of AAPL, at an average price of $47.13, for a total of 172,040.00 shares. In addition, there have been 24 sales at an average price of $121.50 for 97,096.00 shares. Based on historical transaction data and AAPL's current price of $201.01, Alpha Omega Wealth Management LLC's estimated gain on his AAPL holdings is $18.75 Mil, reflecting a 231.26% gain to date.

Alpha Omega Wealth Management LLC AAPL ($201.01) Holding Chart

Alpha Omega Wealth Management LLC AAPL ($201.01) 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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