Number of Shares
23,404.00
Current Holdings Value*
$5.20 Mil
% of Portfolio
3.23%
Total Estimate Gain
$468,798.86
% of Total Estimate Gain
10.47%

HRC WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2025-03-31, HRC WEALTH MANAGEMENT, LLC held 23,404.00 shares of Apple Inc(AAPL), totaling $5.20 Mil. This investment constitutes 3.23% of their stock portfolio, and HRC WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then HRC WEALTH MANAGEMENT, LLC has made 3 purchases of AAPL, at an average price of $189.99, for a total of 23,563.00 shares. In addition, there have been 2 sales at an average price of $189.90 for 159.00 shares. Based on historical transaction data and AAPL's current price of $210.02, HRC WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $468,798.86, reflecting a 10.47% gain to date.

HRC WEALTH MANAGEMENT, LLC AAPL ($210.02) Holding Chart

HRC WEALTH MANAGEMENT, LLC AAPL ($210.02) 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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