CIC Wealth, LLC AAPL Holdings History
CIC Wealth, LLC's Apple Inc Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 134,709.00 shares of Apple Inc(AAPL), totaling $31.39 Mil. This investment constitutes 8.11% of their stock portfolio, and CIC Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 2 purchases of AAPL, at an average price of $144.39, for a total of 148,573.00 shares. In addition, there have been 5 sales at an average price of $179.89 for 13,864.00 shares. Based on historical transaction data and AAPL's current price of $214.29, CIC Wealth, LLC's estimated gain on his AAPL holdings is $9.91 Mil, reflecting a 46.19% gain to date.
CIC Wealth, LLC AAPL ($214.29) Holding Chart
CIC Wealth, LLC AAPL ($214.29) 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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