Heritage Trust Co AAPL Holdings History

Number of Shares
208,194.00
Current Holdings Value*
$46.25 Mil
% of Portfolio
5.61%
Total Estimate Gain
$42.64 Mil
% of Total Estimate Gain
290.53%

Heritage Trust Co's Apple Inc Holding Summary

As of 2025-03-31, Heritage Trust Co held 208,194.00 shares of Apple Inc(AAPL), totaling $46.25 Mil. This investment constitutes 5.61% of their stock portfolio, and Heritage Trust Co now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Heritage Trust Co has made 7 purchases of AAPL, at an average price of $48.98, for a total of 299,689.00 shares. In addition, there have been 20 sales at an average price of $140.09 for 91,495.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Heritage Trust Co's estimated gain on his AAPL holdings is $42.64 Mil, reflecting a 290.53% gain to date.

Heritage Trust Co AAPL ($213.76) Holding Chart

Heritage Trust Co 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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