Number of Shares
85,117.00
Current Holdings Value*
$17.46 Mil
% of Portfolio
5.18%
Total Estimate Gain
$9.18 Mil
% of Total Estimate Gain
65.97%

BNC WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2025-06-30, BNC WEALTH MANAGEMENT, LLC held 85,117.00 shares of Apple Inc(AAPL), totaling $17.46 Mil. This investment constitutes 5.18% of their stock portfolio, and BNC WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q3. And since then BNC WEALTH MANAGEMENT, LLC has made 11 purchases of AAPL, at an average price of $119.96, for a total of 115,998.00 shares. In addition, there have been 9 sales at an average price of $171.50 for 30,881.00 shares. Based on historical transaction data and AAPL's current price of $209.11, BNC WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $9.18 Mil, reflecting a 65.97% gain to date.

BNC WEALTH MANAGEMENT, LLC AAPL ($209.11) Holding Chart

BNC WEALTH MANAGEMENT, LLC AAPL ($209.11) 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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