Number of Shares
58,013.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
2.42%
Total Estimate Gain
$5.13 Mil
% of Total Estimate Gain
72.46%

Unified Trust Company, N.A.'s Apple Inc Holding Summary

As of 2021-09-30, Unified Trust Company, N.A. held 58,013.00 shares of Apple Inc(AAPL), totaling $8.21 Mil. This investment constitutes 2.42% of their stock portfolio, and Unified Trust Company, N.A. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Unified Trust Company, N.A. has made 3 purchases of AAPL, at an average price of $121.63, for a total of 58,182.00 shares. In addition, there have been 1 sales at an average price of $147.22 for 169.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Unified Trust Company, N.A.'s estimated gain on his AAPL holdings is $5.13 Mil, reflecting a 72.46% gain to date.

Unified Trust Company, N.A. AAPL ($209.95) Holding Chart

Unified Trust Company, N.A. AAPL ($209.95) 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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