BerganKDV Wealth Management, LLC AAPL Holdings History
BerganKDV Wealth Management, LLC's Apple Inc Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 140,974.00 shares of Apple Inc(AAPL), totaling $27.34 Mil. This investment constitutes 2.74% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then BerganKDV Wealth Management, LLC has made 13 purchases of AAPL, at an average price of $107.24, for a total of 158,064.00 shares. In addition, there have been 8 sales at an average price of $95.66 for 17,090.00 shares. Based on historical transaction data and AAPL's current price of $214.15, BerganKDV Wealth Management, LLC's estimated gain on his AAPL holdings is $14.87 Mil, reflecting a 87.75% gain to date.
BerganKDV Wealth Management, LLC AAPL ($214.15) Holding Chart
BerganKDV Wealth Management, LLC AAPL ($214.15) 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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