Number of Shares
112,515.00
Current Holdings Value*
$23.08 Mil
% of Portfolio
7.17%
Total Estimate Gain
$10.54 Mil
% of Total Estimate Gain
67.63%

Brown Miller Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-06-30, Brown Miller Wealth Management, LLC held 112,515.00 shares of Apple Inc(AAPL), totaling $23.08 Mil. This investment constitutes 7.17% of their stock portfolio, and Brown Miller Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Brown Miller Wealth Management, LLC has made 10 purchases of AAPL, at an average price of $125.02, for a total of 124,652.00 shares. In addition, there have been 8 sales at an average price of $170.74 for 12,137.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Brown Miller Wealth Management, LLC's estimated gain on his AAPL holdings is $10.54 Mil, reflecting a 67.63% gain to date.

Brown Miller Wealth Management, LLC AAPL ($213.76) Holding Chart

Brown Miller Wealth 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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