Number of Shares
7,150.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
0.85%
Total Estimate Gain
$133,015.02
% of Total Estimate Gain
8.29%

AMERICAN FINANCIAL & TAX STRATEGIES INC's Apple Inc Holding Summary

As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 7,150.00 shares of Apple Inc(AAPL), totaling $1.59 Mil. This investment constitutes 0.85% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 2 purchases of AAPL, at an average price of $196.38, for a total of 8,166.00 shares. In addition, there have been 1 sales at an average price of $223.32 for 1,016.00 shares. Based on historical transaction data and AAPL's current price of $211.16, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his AAPL holdings is $133,015.02, reflecting a 8.29% gain to date.

AMERICAN FINANCIAL & TAX STRATEGIES INC AAPL ($211.16) Holding Chart

AMERICAN FINANCIAL & TAX STRATEGIES INC AAPL ($211.16) 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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