Number of Shares
462,041.00
Current Holdings Value*
$102.53 Mil
% of Portfolio
3.2%
Total Estimate Gain
$61.01 Mil
% of Total Estimate Gain
71.32%

IHT Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, IHT Wealth Management, LLC held 462,041.00 shares of Apple Inc(AAPL), totaling $102.53 Mil. This investment constitutes 3.2% of their stock portfolio, and IHT Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then IHT Wealth Management, LLC has made 17 purchases of AAPL, at an average price of $116.46, for a total of 734,605.00 shares. In addition, there have been 10 sales at an average price of $179.76 for 272,564.00 shares. Based on historical transaction data and AAPL's current price of $211.16, IHT Wealth Management, LLC's estimated gain on his AAPL holdings is $61.01 Mil, reflecting a 71.32% gain to date.

IHT Wealth Management, LLC AAPL ($211.16) Holding Chart

IHT Wealth Management, LLC AAPL ($211.16) 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 %

Top Ranked Articles

  • 1