Number of Shares
153,399.00
Current Holdings Value*
$17.77 Mil
% of Portfolio
14.04%
Total Estimate Gain
$23.51 Mil
% of Total Estimate Gain
292.12%

Blue Chip Wealth Management, Inc.'s Apple Inc Holding Summary

As of 2020-09-30, Blue Chip Wealth Management, Inc. held 153,399.00 shares of Apple Inc(AAPL), totaling $17.77 Mil. This investment constitutes 14.04% of their stock portfolio, and Blue Chip Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Blue Chip Wealth Management, Inc. has made 4 purchases of AAPL, at an average price of $47.57, for a total of 169,163.00 shares. In addition, there have been 6 sales at an average price of $54.97 for 15,764.00 shares. Based on historical transaction data and AAPL's current price of $200.06, Blue Chip Wealth Management, Inc.'s estimated gain on his AAPL holdings is $23.51 Mil, reflecting a 292.12% gain to date.

Blue Chip Wealth Management, Inc. AAPL ($200.06) Holding Chart

Blue Chip Wealth Management, Inc. AAPL ($200.06) 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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