Number of Shares
669,867.00
Current Holdings Value*
$148.80 Mil
% of Portfolio
2.23%
Total Estimate Gain
$33.57 Mil
% of Total Estimate Gain
22.99%

Merit Financial Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Merit Financial Group, LLC held 669,867.00 shares of Apple Inc(AAPL), totaling $148.80 Mil. This investment constitutes 2.23% of their stock portfolio, and Merit Financial Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Merit Financial Group, LLC has made 20 purchases of AAPL, at an average price of $163.92, for a total of 890,792.00 shares. In addition, there have been 8 sales at an average price of $172.63 for 220,925.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Merit Financial Group, LLC's estimated gain on his AAPL holdings is $33.57 Mil, reflecting a 22.99% gain to date.

Merit Financial Group, LLC AAPL ($211.16) Holding Chart

Merit Financial Group, 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 %

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