Union Heritage Capital, LLC AAPL Holdings History
Union Heritage Capital, LLC's Apple Inc Holding Summary
As of 2025-03-31, Union Heritage Capital, LLC held 83,238.00 shares of Apple Inc(AAPL), totaling $18.49 Mil. This investment constitutes 6.88% of their stock portfolio, and Union Heritage Capital, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Union Heritage Capital, LLC has made 2 purchases of AAPL, at an average price of $134.24, for a total of 123,738.00 shares. In addition, there have been 5 sales at an average price of $152.47 for 40,500.00 shares. Based on historical transaction data and AAPL's current price of $213.99, Union Heritage Capital, LLC's estimated gain on his AAPL holdings is $7.38 Mil, reflecting a 44.41% gain to date.
Union Heritage Capital, LLC AAPL ($213.99) Holding Chart
Union Heritage Capital, LLC AAPL ($213.99) 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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