Number of Shares
58,578.00
Current Holdings Value*
$8.01 Mil
% of Portfolio
5.36%
Total Estimate Gain
$10.24 Mil
% of Total Estimate Gain
229.33%

HC FINANCIAL ADVISORS INC's Apple Inc Holding Summary

As of 2022-06-30, HC FINANCIAL ADVISORS INC held 58,578.00 shares of Apple Inc(AAPL), totaling $8.01 Mil. This investment constitutes 5.36% of their stock portfolio, and HC FINANCIAL ADVISORS INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then HC FINANCIAL ADVISORS INC has made 3 purchases of AAPL, at an average price of $48.81, for a total of 91,496.00 shares. In addition, there have been 12 sales at an average price of $88.13 for 32,918.00 shares. Based on historical transaction data and AAPL's current price of $201.56, HC FINANCIAL ADVISORS INC's estimated gain on his AAPL holdings is $10.24 Mil, reflecting a 229.33% gain to date.

HC FINANCIAL ADVISORS INC AAPL ($201.56) Holding Chart

HC FINANCIAL ADVISORS INC AAPL ($201.56) 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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