Antonelli Financial Advisors, LLC AAPL Holdings History
Antonelli Financial Advisors, LLC's Apple Inc Holding Summary
As of 2025-06-30, Antonelli Financial Advisors, LLC held 64,063.00 shares of Apple Inc(AAPL), totaling $13.14 Mil. This investment constitutes 9.49% 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. In addition, there have been 1 sales at an average price of $202.27 for 1,741.00 shares. Based on historical transaction data and AAPL's current price of $214.52, Antonelli Financial Advisors, LLC's estimated gain on his AAPL holdings is $-1.15 Mil, reflecting a -7.54% gain to date.
Antonelli Financial Advisors, LLC AAPL ($214.52) Holding Chart
Antonelli Financial Advisors, LLC AAPL ($214.52) 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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