Number of Shares
110,935.00
Current Holdings Value*
$24.64 Mil
% of Portfolio
4.52%
Total Estimate Gain
$1.81 Mil
% of Total Estimate Gain
8.10%

GC Wealth Management RIA, LLC's Apple Inc Holding Summary

As of 2025-03-31, GC Wealth Management RIA, LLC held 110,935.00 shares of Apple Inc(AAPL), totaling $24.64 Mil. This investment constitutes 4.52% of their stock portfolio, and GC Wealth Management RIA, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then GC Wealth Management RIA, LLC has made 4 purchases of AAPL, at an average price of $188.09, for a total of 118,593.00 shares. In addition, there have been 1 sales at an average price of $235.83 for 7,658.00 shares. Based on historical transaction data and AAPL's current price of $201.08, GC Wealth Management RIA, LLC's estimated gain on his AAPL holdings is $1.81 Mil, reflecting a 8.10% gain to date.

GC Wealth Management RIA, LLC AAPL ($201.08) Holding Chart

GC Wealth Management RIA, LLC AAPL ($201.08) 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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