Number of Shares
51,943.00
Current Holdings Value*
$12.10 Mil
% of Portfolio
3.33%
Total Estimate Gain
$13.72 Mil
% of Total Estimate Gain
59.72%

Darwin Wealth Management, LLC's Apple Inc Holding Summary

As of 2024-09-30, Darwin Wealth Management, LLC held 51,943.00 shares of Apple Inc(AAPL), totaling $12.10 Mil. This investment constitutes 3.33% of their stock portfolio, and Darwin Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Darwin Wealth Management, LLC has made 12 purchases of AAPL, at an average price of $106.78, for a total of 215,118.00 shares. In addition, there have been 14 sales at an average price of $157.43 for 163,175.00 shares. Based on historical transaction data and AAPL's current price of $211.79, Darwin Wealth Management, LLC's estimated gain on his AAPL holdings is $13.72 Mil, reflecting a 59.72% gain to date.

Darwin Wealth Management, LLC AAPL ($211.79) Holding Chart

Darwin Wealth Management, LLC AAPL ($211.79) 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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