Number of Shares
317,619.00
Current Holdings Value*
$43.42 Mil
% of Portfolio
3.13%
Total Estimate Gain
$45.18 Mil
% of Total Estimate Gain
190.40%

Altium Wealth Management LLC's Apple Inc Holding Summary

As of 2022-06-30, Altium Wealth Management LLC held 317,619.00 shares of Apple Inc(AAPL), totaling $43.42 Mil. This investment constitutes 3.13% of their stock portfolio, and Altium Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 14 purchases of AAPL, at an average price of $69.44, for a total of 341,725.00 shares. In addition, there have been 3 sales at an average price of $96.94 for 24,106.00 shares. Based on historical transaction data and AAPL's current price of $209.60, Altium Wealth Management LLC's estimated gain on his AAPL holdings is $45.18 Mil, reflecting a 190.40% gain to date.

Altium Wealth Management LLC AAPL ($209.60) Holding Chart

Altium Wealth Management LLC AAPL ($209.60) 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