Heritage Wealth Management, Inc. AAPL Holdings History
Heritage Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Heritage Wealth Management, Inc. held 73,813.00 shares of Apple Inc(AAPL), totaling $16.40 Mil. This investment constitutes 5.58% of their stock portfolio, and Heritage Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q2. In addition, there have been 3 sales at an average price of $228.05 for 8,838.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Heritage Wealth Management, Inc.'s estimated gain on his AAPL holdings is $2.43 Mil, reflecting a 15.75% gain to date.
Heritage Wealth Management, Inc. AAPL ($214.40) Holding Chart
Heritage Wealth Management, Inc. AAPL ($214.40) 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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