Number of Shares
470,288.00
Current Holdings Value*
$18.55 Mil
% of Portfolio
2.83%
Total Estimate Gain
$91.73 Mil
% of Total Estimate Gain
499.15%

Patriot Wealth Management, Inc.'s Apple Inc Holding Summary

As of 2018-12-31, Patriot Wealth Management, Inc. held 470,288.00 shares of Apple Inc(AAPL), totaling $18.55 Mil. This investment constitutes 2.83% of their stock portfolio, and Patriot Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Patriot Wealth Management, Inc. has made 6 purchases of AAPL, at an average price of $25.75, for a total of 713,596.00 shares. In addition, there have been 6 sales at an average price of $37.71 for 243,308.00 shares. Based on historical transaction data and AAPL's current price of $214.62, Patriot Wealth Management, Inc.'s estimated gain on his AAPL holdings is $91.73 Mil, reflecting a 499.15% gain to date.

Patriot Wealth Management, Inc. AAPL ($214.62) Holding Chart

Patriot Wealth Management, Inc. AAPL ($214.62) 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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