Number of Shares
64,063.00
Current Holdings Value*
$13.14 Mil
% of Portfolio
9.49%
Total Estimate Gain
$-1.15 Mil
% of Total Estimate Gain
-7.54%

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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