Number of Shares
96,701.00
Current Holdings Value*
$20.96 Mil
% of Portfolio
8.54%
Total Estimate Gain
$18.30 Mil
% of Total Estimate Gain
83.62%

Taylor Hoffman Wealth Management's Apple Inc Holding Summary

As of 2024-06-30, Taylor Hoffman Wealth Management held 96,701.00 shares of Apple Inc(AAPL), totaling $20.96 Mil. This investment constitutes 8.54% of their stock portfolio, and Taylor Hoffman Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Taylor Hoffman Wealth Management has made 8 purchases of AAPL, at an average price of $59.80, for a total of 366,018.00 shares. In addition, there have been 15 sales at an average price of $73.81 for 269,317.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Taylor Hoffman Wealth Management's estimated gain on his AAPL holdings is $18.30 Mil, reflecting a 83.62% gain to date.

Taylor Hoffman Wealth Management AAPL ($210.02) Holding Chart

Taylor Hoffman Wealth Management AAPL ($210.02) 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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