Number of Shares
65,804.00
Current Holdings Value*
$14.62 Mil
% of Portfolio
11.77%
Total Estimate Gain
$-1.35 Mil
% of Total Estimate Gain
-8.84%

Antonelli Financial Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Antonelli Financial Advisors, LLC held 65,804.00 shares of Apple Inc(AAPL), totaling $14.62 Mil. This investment constitutes 11.77% of their stock portfolio, and Antonelli Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2025Q1. And since then Antonelli Financial Advisors, LLC has made 1 purchases of AAPL, at an average price of $231.67, for a total of 65,804.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Antonelli Financial Advisors, LLC's estimated gain on his AAPL holdings is $-1.35 Mil, reflecting a -8.84% gain to date.

Antonelli Financial Advisors, LLC AAPL ($211.18) Holding Chart

Antonelli Financial Advisors, LLC 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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