Bernard Wealth Management Corp. AAPL Holdings History
Bernard Wealth Management Corp.'s Apple Inc Holding Summary
As of 2025-06-30, Bernard Wealth Management Corp. held 87,440.00 shares of Apple Inc(AAPL), totaling $17.94 Mil. This investment constitutes 8.31% 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 2 sales at an average price of $230.34 for 100,057.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Bernard Wealth Management Corp.'s estimated gain on his AAPL holdings is $-2.48 Mil, reflecting a -5.61% gain to date.
Bernard Wealth Management Corp. AAPL ($213.76) Holding Chart
Bernard Wealth Management Corp. AAPL ($213.76) 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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