Number of Shares
246,608.00
Current Holdings Value*
$54.78 Mil
% of Portfolio
3.27%
Total Estimate Gain
$16.74 Mil
% of Total Estimate Gain
25.74%

Apexium Financial, LP's Apple Inc Holding Summary

As of 2025-03-31, Apexium Financial, LP held 246,608.00 shares of Apple Inc(AAPL), totaling $54.78 Mil. This investment constitutes 3.27% of their stock portfolio, and Apexium Financial, LP now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Apexium Financial, LP has made 14 purchases of AAPL, at an average price of $157.29, for a total of 413,481.00 shares. In addition, there have been 8 sales at an average price of $181.03 for 166,873.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Apexium Financial, LP's estimated gain on his AAPL holdings is $16.74 Mil, reflecting a 25.74% gain to date.

Apexium Financial, LP AAPL ($209.11) Holding Chart

Apexium Financial, LP AAPL ($209.11) 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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