Number of Shares
55,137.00
Current Holdings Value*
$12.25 Mil
% of Portfolio
6.35%
Total Estimate Gain
$11.29 Mil
% of Total Estimate Gain
288.79%

Abbot Financial Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Abbot Financial Management, Inc. held 55,137.00 shares of Apple Inc(AAPL), totaling $12.25 Mil. This investment constitutes 6.35% of their stock portfolio, and Abbot Financial Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Abbot Financial Management, Inc. has made 7 purchases of AAPL, at an average price of $47.29, for a total of 82,692.00 shares. In addition, there have been 21 sales at an average price of $129.17 for 27,555.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Abbot Financial Management, Inc.'s estimated gain on his AAPL holdings is $11.29 Mil, reflecting a 288.79% gain to date.

Abbot Financial Management, Inc. AAPL ($211.18) Holding Chart

Abbot Financial Management, Inc. AAPL ($211.18) 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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