Number of Shares
20,469.00
Current Holdings Value*
$4.55 Mil
% of Portfolio
2.87%
Total Estimate Gain
$2.06 Mil
% of Total Estimate Gain
57.89%

Birchcreek Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Birchcreek Wealth Management, LLC held 20,469.00 shares of Apple Inc(AAPL), totaling $4.55 Mil. This investment constitutes 2.87% of their stock portfolio, and Birchcreek Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Birchcreek Wealth Management, LLC has made 8 purchases of AAPL, at an average price of $130.60, for a total of 27,235.00 shares. In addition, there have been 8 sales at an average price of $181.41 for 6,766.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Birchcreek Wealth Management, LLC's estimated gain on his AAPL holdings is $2.06 Mil, reflecting a 57.89% gain to date.

Birchcreek Wealth Management, LLC AAPL ($214.40) Holding Chart

Birchcreek Wealth Management, LLC AAPL ($214.40) 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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