Number of Shares
226,566.00
Current Holdings Value*
$50.33 Mil
% of Portfolio
4.69%
Total Estimate Gain
$24.27 Mil
% of Total Estimate Gain
85.91%

Pinnacle Wealth Management Advisory Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 226,566.00 shares of Apple Inc(AAPL), totaling $50.33 Mil. This investment constitutes 4.69% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2015Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 17 purchases of AAPL, at an average price of $109.06, for a total of 259,023.00 shares. In addition, there have been 13 sales at an average price of $143.86 for 32,457.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his AAPL holdings is $24.27 Mil, reflecting a 85.91% gain to date.

Pinnacle Wealth Management Advisory Group, LLC AAPL ($211.18) Holding Chart

Pinnacle Wealth Management Advisory Group, LLC AAPL ($211.18) 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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