Number of Shares
41,565.00
Current Holdings Value*
$10.41 Mil
% of Portfolio
3.95%
Total Estimate Gain
$2.95 Mil
% of Total Estimate Gain
45.44%

Gray Wealth Management Inc.'s Apple Inc Holding Summary

As of 2024-12-31, Gray Wealth Management Inc. held 41,565.00 shares of Apple Inc(AAPL), totaling $10.41 Mil. This investment constitutes 3.95% of their stock portfolio, and Gray Wealth Management Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Gray Wealth Management Inc. has made 5 purchases of AAPL, at an average price of $145.42, for a total of 44,704.00 shares. In addition, there have been 4 sales at an average price of $181.66 for 3,139.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Gray Wealth Management Inc.'s estimated gain on his AAPL holdings is $2.95 Mil, reflecting a 45.44% gain to date.

Gray Wealth Management Inc. AAPL ($213.76) Holding Chart

Gray Wealth Management Inc. AAPL ($213.76) 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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