Number of Shares
69,043.00
Current Holdings Value*
$14.17 Mil
% of Portfolio
7.25%
Total Estimate Gain
$11.36 Mil
% of Total Estimate Gain
213.53%

Birch Capital Management, LLC's Apple Inc Holding Summary

As of 2025-06-30, Birch Capital Management, LLC held 69,043.00 shares of Apple Inc(AAPL), totaling $14.17 Mil. This investment constitutes 7.25% of their stock portfolio, and Birch Capital Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Birch Capital Management, LLC has made 3 purchases of AAPL, at an average price of $66.16, for a total of 80,442.00 shares. In addition, there have been 16 sales at an average price of $169.13 for 11,399.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Birch Capital Management, LLC's estimated gain on his AAPL holdings is $11.36 Mil, reflecting a 213.53% gain to date.

Birch Capital Management, LLC AAPL ($213.76) Holding Chart

Birch Capital Management, LLC 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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