Number of Shares
96,004.00
Current Holdings Value*
$21.33 Mil
% of Portfolio
3.62%
Total Estimate Gain
$17.92 Mil
% of Total Estimate Gain
99.68%

Meridian Wealth Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Meridian Wealth Advisors, LLC held 96,004.00 shares of Apple Inc(AAPL), totaling $21.33 Mil. This investment constitutes 3.62% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 12 purchases of AAPL, at an average price of $69.97, for a total of 256,889.00 shares. In addition, there have been 13 sales at an average price of $95.31 for 160,885.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Meridian Wealth Advisors, LLC's estimated gain on his AAPL holdings is $17.92 Mil, reflecting a 99.68% gain to date.

Meridian Wealth Advisors, LLC AAPL ($214.15) Holding Chart

Meridian Wealth Advisors, 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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