North Berkeley Wealth Management, LLC AAPL Holdings History
Number of Shares
30,141.00
Current Holdings Value*
$7.55 Mil
% of Portfolio
7.66%
Total Estimate Gain
$-743,578.47
% of Total Estimate Gain
-10.46%
North Berkeley Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-12-31, North Berkeley Wealth Management, LLC held 30,141.00 shares of Apple Inc(AAPL), totaling $7.55 Mil. This investment constitutes 7.66% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $211.16, North Berkeley Wealth Management, LLC's estimated gain on his AAPL holdings is $-743,578.47, reflecting a -10.46% gain to date.
North Berkeley Wealth Management, LLC AAPL ($211.16) Holding Chart
North Berkeley Wealth Management, 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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