Number of Shares
100,392.00
Current Holdings Value*
$13.32 Mil
% of Portfolio
4.19%
Total Estimate Gain
$17.33 Mil
% of Total Estimate Gain
226.08%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Apple Inc Holding Summary

As of 2020-12-31, Genovese Burford & Brothers Wealth & Retirement Pl held 100,392.00 shares of Apple Inc(AAPL), totaling $13.32 Mil. This investment constitutes 4.19% of their stock portfolio, and Genovese Burford & Brothers Wealth & Retirement Pl now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC has made 6 purchases of AAPL, at an average price of $47.89, for a total of 160,045.00 shares. In addition, there have been 5 sales at an average price of $63.54 for 59,653.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's estimated gain on his AAPL holdings is $17.33 Mil, reflecting a 226.08% gain to date.

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC AAPL ($211.18) Holding Chart

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 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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