Number of Shares
114,948.00
Current Holdings Value*
$25.53 Mil
% of Portfolio
1.91%
Total Estimate Gain
$10.83 Mil
% of Total Estimate Gain
16.00%

MONEY CONCEPTS CAPITAL CORP's Apple Inc Holding Summary

As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 114,948.00 shares of Apple Inc(AAPL), totaling $25.53 Mil. This investment constitutes 1.91% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then MONEY CONCEPTS CAPITAL CORP has made 5 purchases of AAPL, at an average price of $145.13, for a total of 466,223.00 shares. In addition, there have been 10 sales at an average price of $153.28 for 351,275.00 shares. Based on historical transaction data and AAPL's current price of $214.40, MONEY CONCEPTS CAPITAL CORP's estimated gain on his AAPL holdings is $10.83 Mil, reflecting a 16.00% gain to date.

MONEY CONCEPTS CAPITAL CORP AAPL ($214.40) Holding Chart

MONEY CONCEPTS CAPITAL CORP 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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