Number of Shares
391,532.00
Current Holdings Value*
$86.97 Mil
% of Portfolio
4.21%
Total Estimate Gain
$29.88 Mil
% of Total Estimate Gain
15.06%

Meridian Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Meridian Wealth Management, LLC held 391,532.00 shares of Apple Inc(AAPL), totaling $86.97 Mil. This investment constitutes 4.21% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Meridian Wealth Management, LLC has made 20 purchases of AAPL, at an average price of $161.03, for a total of 1.23 Mil shares. In addition, there have been 8 sales at an average price of $171.72 for 840,372.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Meridian Wealth Management, LLC's estimated gain on his AAPL holdings is $29.88 Mil, reflecting a 15.06% gain to date.

Meridian Wealth Management, LLC AAPL ($214.40) Holding Chart

Meridian Wealth Management, LLC 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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