Number of Shares
137,928.00
Current Holdings Value*
$28.30 Mil
% of Portfolio
4.65%
Total Estimate Gain
$7.97 Mil
% of Total Estimate Gain
21.05%

Allen Mooney & Barnes Investment Advisors LLC's Apple Inc Holding Summary

As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 137,928.00 shares of Apple Inc(AAPL), totaling $28.30 Mil. This investment constitutes 4.65% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 8 purchases of AAPL, at an average price of $171.53, for a total of 220,881.00 shares. In addition, there have been 4 sales at an average price of $201.79 for 82,953.00 shares. Based on historical transaction data and AAPL's current price of $211.14, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his AAPL holdings is $7.97 Mil, reflecting a 21.05% gain to date.

Allen Mooney & Barnes Investment Advisors LLC AAPL ($211.14) Holding Chart

Allen Mooney & Barnes Investment Advisors LLC AAPL ($211.14) 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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