Number of Shares
14,930.00
Current Holdings Value*
$3.32 Mil
% of Portfolio
1.69%
Total Estimate Gain
$10.53 Mil
% of Total Estimate Gain
548.66%

EADS & HEALD WEALTH MANAGEMENT's Apple Inc Holding Summary

As of 2025-03-31, EADS & HEALD WEALTH MANAGEMENT held 14,930.00 shares of Apple Inc(AAPL), totaling $3.32 Mil. This investment constitutes 1.69% of their stock portfolio, and EADS & HEALD WEALTH MANAGEMENT now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then EADS & HEALD WEALTH MANAGEMENT has made 4 purchases of AAPL, at an average price of $21.15, for a total of 90,769.00 shares. In addition, there have been 19 sales at an average price of $122.60 for 75,839.00 shares. Based on historical transaction data and AAPL's current price of $211.18, EADS & HEALD WEALTH MANAGEMENT's estimated gain on his AAPL holdings is $10.53 Mil, reflecting a 548.66% gain to date.

EADS & HEALD WEALTH MANAGEMENT AAPL ($211.18) Holding Chart

EADS & HEALD WEALTH MANAGEMENT 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 %

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