HERITAGE WEALTH MANAGEMENT, LLC AAPL Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 15,814.00 shares of Apple Inc(AAPL), totaling $3.33 Mil. This investment constitutes 1.85% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 6 purchases of AAPL, at an average price of $140.38, for a total of 85,725.00 shares. In addition, there have been 3 sales at an average price of $184.43 for 69,911.00 shares. Based on historical transaction data and AAPL's current price of $213.76, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $4.24 Mil, reflecting a 35.23% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC AAPL ($213.76) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC 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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