Number of Shares
207,802.00
Current Holdings Value*
$52.04 Mil
% of Portfolio
10.38%
Total Estimate Gain
$32.95 Mil
% of Total Estimate Gain
89.98%

DORCHESTER WEALTH MANAGEMENT Co's Apple Inc Holding Summary

As of 2024-12-31, DORCHESTER WEALTH MANAGEMENT Co held 207,802.00 shares of Apple Inc(AAPL), totaling $52.04 Mil. This investment constitutes 10.38% of their stock portfolio, and DORCHESTER WEALTH MANAGEMENT Co now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then DORCHESTER WEALTH MANAGEMENT Co has made 11 purchases of AAPL, at an average price of $97.00, for a total of 377,442.00 shares. In addition, there have been 15 sales at an average price of $164.98 for 169,640.00 shares. Based on historical transaction data and AAPL's current price of $200.06, DORCHESTER WEALTH MANAGEMENT Co's estimated gain on his AAPL holdings is $32.95 Mil, reflecting a 89.98% gain to date.

DORCHESTER WEALTH MANAGEMENT Co AAPL ($200.06) Holding Chart

DORCHESTER WEALTH MANAGEMENT Co 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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