Number of Shares
58,890.00
Current Holdings Value*
$14.75 Mil
% of Portfolio
2.9%
Total Estimate Gain
$12.02 Mil
% of Total Estimate Gain
91.47%

CAROLINAS WEALTH CONSULTING LLC's Apple Inc Holding Summary

As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 58,890.00 shares of Apple Inc(AAPL), totaling $14.75 Mil. This investment constitutes 2.9% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 10 purchases of AAPL, at an average price of $108.01, for a total of 121,630.00 shares. In addition, there have been 10 sales at an average price of $202.69 for 62,740.00 shares. Based on historical transaction data and AAPL's current price of $211.18, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his AAPL holdings is $12.02 Mil, reflecting a 91.47% gain to date.

CAROLINAS WEALTH CONSULTING LLC AAPL ($211.18) Holding Chart

CAROLINAS WEALTH CONSULTING LLC AAPL ($211.18) 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 %

Top Ranked Articles

  • 1