Bernard Wealth Management Corp. AAPL Holdings History
Bernard Wealth Management Corp.'s Apple Inc Holding Summary
As of 2025-03-31, Bernard Wealth Management Corp. held 91,964.00 shares of Apple Inc(AAPL), totaling $20.43 Mil. This investment constitutes 9.97% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 95,533.00 shares. Based on historical transaction data and AAPL's current price of $213.99, Bernard Wealth Management Corp.'s estimated gain on his AAPL holdings is $-2.41 Mil, reflecting a -5.44% gain to date.
Bernard Wealth Management Corp. AAPL ($213.99) Holding Chart
Bernard Wealth Management Corp. AAPL ($213.99) 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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