Centric Wealth Management AAPL Holdings History
Centric Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Centric Wealth Management held 64,367.00 shares of Apple Inc(AAPL), totaling $14.30 Mil. This investment constitutes 3.76% of their stock portfolio, and Centric Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Centric Wealth Management has made 11 purchases of AAPL, at an average price of $92.25, for a total of 238,261.00 shares. In addition, there have been 14 sales at an average price of $109.64 for 173,894.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Centric Wealth Management's estimated gain on his AAPL holdings is $10.68 Mil, reflecting a 48.59% gain to date.
Centric Wealth Management AAPL ($211.16) Holding Chart
Centric Wealth Management AAPL ($211.16) 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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