Number of Shares
101,564.00
Current Holdings Value*
$20.84 Mil
% of Portfolio
2.66%
Total Estimate Gain
$13.80 Mil
% of Total Estimate Gain
91.69%

Archford Capital Strategies, LLC's Apple Inc Holding Summary

As of 2025-06-30, Archford Capital Strategies, LLC held 101,564.00 shares of Apple Inc(AAPL), totaling $20.84 Mil. This investment constitutes 2.66% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q2. And since then Archford Capital Strategies, LLC has made 20 purchases of AAPL, at an average price of $90.67, for a total of 165,967.00 shares. In addition, there have been 15 sales at an average price of $114.83 for 64,403.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Archford Capital Strategies, LLC's estimated gain on his AAPL holdings is $13.80 Mil, reflecting a 91.69% gain to date.

Archford Capital Strategies, LLC AAPL ($211.18) Holding Chart

Archford Capital Strategies, 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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