Old North State Wealth Management, LLC AAPL Holdings History
Old North State Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Old North State Wealth Management, LLC held 29,308.00 shares of Apple Inc(AAPL), totaling $6.52 Mil. This investment constitutes 3.63% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Old North State Wealth Management, LLC has made 10 purchases of AAPL, at an average price of $190.63, for a total of 33,517.00 shares. In addition, there have been 3 sales at an average price of $173.79 for 4,209.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Old North State Wealth Management, LLC's estimated gain on his AAPL holdings is $470,767.68, reflecting a 7.37% gain to date.
Old North State Wealth Management, LLC AAPL ($209.11) Holding Chart
Old North State Wealth Management, LLC AAPL ($209.11) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
