Meritas Wealth Management, LLC AAPL Holdings History
Meritas Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 45,178.00 shares of Apple Inc(AAPL), totaling $10.04 Mil. This investment constitutes 5.89% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Meritas Wealth Management, LLC has made 5 purchases of AAPL, at an average price of $148.32, for a total of 67,437.00 shares. In addition, there have been 4 sales at an average price of $182.29 for 22,259.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Meritas Wealth Management, LLC's estimated gain on his AAPL holdings is $3.14 Mil, reflecting a 31.39% gain to date.
Meritas Wealth Management, LLC AAPL ($201.08) Holding Chart
Meritas Wealth Management, LLC AAPL ($201.08) 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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