Number of Shares
164,944.00
Current Holdings Value*
$33.84 Mil
% of Portfolio
2.96%
Total Estimate Gain
$39.78 Mil
% of Total Estimate Gain
366.33%

TCV Trust & Wealth Management, Inc.'s Apple Inc Holding Summary

As of 2025-06-30, TCV Trust & Wealth Management, Inc. held 164,944.00 shares of Apple Inc(AAPL), totaling $33.84 Mil. This investment constitutes 2.96% of their stock portfolio, and TCV Trust & Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then TCV Trust & Wealth Management, Inc. has made 12 purchases of AAPL, at an average price of $29.85, for a total of 363,770.00 shares. In addition, there have been 27 sales at an average price of $79.74 for 198,826.00 shares. Based on historical transaction data and AAPL's current price of $210.85, TCV Trust & Wealth Management, Inc.'s estimated gain on his AAPL holdings is $39.78 Mil, reflecting a 366.33% gain to date.

TCV Trust & Wealth Management, Inc. AAPL ($210.85) Holding Chart

TCV Trust & Wealth Management, Inc. AAPL ($210.85) 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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