Number of Shares
4,708.00
Current Holdings Value*
$625,000.00
% of Portfolio
0.38%
Total Estimate Gain
$817,381.88
% of Total Estimate Gain
291.82%

Beacon Wealthcare, Inc's Apple Inc Holding Summary

As of 2020-12-31, Beacon Wealthcare, Inc held 4,708.00 shares of Apple Inc(AAPL), totaling $625,000.00. This investment constitutes 0.38% of their stock portfolio, and Beacon Wealthcare, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Beacon Wealthcare, Inc has made 3 purchases of AAPL, at an average price of $45.62, for a total of 6,140.00 shares. In addition, there have been 6 sales at an average price of $72.10 for 1,432.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Beacon Wealthcare, Inc's estimated gain on his AAPL holdings is $817,381.88, reflecting a 291.82% gain to date.

Beacon Wealthcare, Inc AAPL ($211.18) Holding Chart

Beacon Wealthcare, Inc 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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