Heritage Wealth Partners, LLC AAPL Holdings History
Heritage Wealth Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Heritage Wealth Partners, LLC held 12,237.00 shares of Apple Inc(AAPL), totaling $2.72 Mil. This investment constitutes 4.14% of their stock portfolio, and Heritage Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Heritage Wealth Partners, LLC has made 3 purchases of AAPL, at an average price of $159.61, for a total of 33,860.00 shares. In addition, there have been 5 sales at an average price of $164.90 for 21,623.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Heritage Wealth Partners, LLC's estimated gain on his AAPL holdings is $781,700.14, reflecting a 14.46% gain to date.
Heritage Wealth Partners, LLC AAPL ($214.15) Holding Chart
Heritage Wealth Partners, LLC AAPL ($214.15) 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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