NRI Wealth Management LC AAPL Holdings History
Number of Shares
34,595.00
Current Holdings Value*
$7.10 Mil
% of Portfolio
4.28%
Total Estimate Gain
$855,531.21
% of Total Estimate Gain
13.03%
NRI Wealth Management LC's Apple Inc Holding Summary
As of 2025-06-30, NRI Wealth Management LC held 34,595.00 shares of Apple Inc(AAPL), totaling $7.10 Mil. This investment constitutes 4.28% of their stock portfolio, and NRI Wealth Management LC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then NRI Wealth Management LC has made 3 purchases of AAPL, at an average price of $189.74, for a total of 34,595.00 shares. Based on historical transaction data and AAPL's current price of $214.47, NRI Wealth Management LC's estimated gain on his AAPL holdings is $855,531.21, reflecting a 13.03% gain to date.
NRI Wealth Management LC AAPL ($214.47) Holding Chart
NRI Wealth Management LC AAPL ($214.47) 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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