Number of Shares
29,058.00
Current Holdings Value*
$3.97 Mil
% of Portfolio
4.87%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
26.81%

Vericrest Private Wealth's Apple Inc Holding Summary

As of 2022-06-30, Vericrest Private Wealth held 29,058.00 shares of Apple Inc(AAPL), totaling $3.97 Mil. This investment constitutes 4.87% of their stock portfolio, and Vericrest Private Wealth now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Vericrest Private Wealth has made 1 purchases of AAPL, at an average price of $158.53, for a total of 29,534.00 shares. In addition, there have been 1 sales at an average price of $168.23 for 476.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Vericrest Private Wealth's estimated gain on his AAPL holdings is $1.26 Mil, reflecting a 26.81% gain to date.

Vericrest Private Wealth AAPL ($201.56) Holding Chart

Vericrest Private Wealth AAPL ($201.56) 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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