Heritage Wealth Advisors AAPL Holdings History
Heritage Wealth Advisors's Apple Inc Holding Summary
As of 2025-03-31, Heritage Wealth Advisors held 271,668.00 shares of Apple Inc(AAPL), totaling $60.35 Mil. This investment constitutes 3.06% of their stock portfolio, and Heritage Wealth Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Heritage Wealth Advisors has made 28 purchases of AAPL, at an average price of $91.05, for a total of 405,193.00 shares. In addition, there have been 9 sales at an average price of $147.74 for 133,525.00 shares. Based on historical transaction data and AAPL's current price of $214.52, Heritage Wealth Advisors's estimated gain on his AAPL holdings is $41.11 Mil, reflecting a 111.43% gain to date.
Heritage Wealth Advisors AAPL ($214.52) Holding Chart
Heritage Wealth Advisors AAPL ($214.52) 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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