Barnes Dennig Private Wealth Management LLC AAPL Holdings History
Number of Shares
15,546.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
5.22%
Total Estimate Gain
$-268,168.50
% of Total Estimate Gain
-7.45%
Barnes Dennig Private Wealth Management LLC's Apple Inc Holding Summary
As of 2025-03-31, Barnes Dennig Private Wealth Management LLC held 15,546.00 shares of Apple Inc(AAPL), totaling $3.45 Mil. This investment constitutes 5.22% of their stock portfolio, and Barnes Dennig Private Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AAPL's current price of $214.42, Barnes Dennig Private Wealth Management LLC's estimated gain on his AAPL holdings is $-268,168.50, reflecting a -7.45% gain to date.
Barnes Dennig Private Wealth Management LLC AAPL ($214.42) Holding Chart
Barnes Dennig Private Wealth Management LLC AAPL ($214.42) 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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