BFSG, LLC AAPL Holdings History

Number of Shares
85,418.00
Current Holdings Value*
$17.53 Mil
% of Portfolio
1.96%
Total Estimate Gain
$20.53 Mil
% of Total Estimate Gain
63.19%

BFSG, LLC's Apple Inc Holding Summary

As of 2025-06-30, BFSG, LLC held 85,418.00 shares of Apple Inc(AAPL), totaling $17.53 Mil. This investment constitutes 1.96% of their stock portfolio, and BFSG, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then BFSG, LLC has made 12 purchases of AAPL, at an average price of $82.59, for a total of 393,332.00 shares. In addition, there have been 17 sales at an average price of $112.70 for 307,914.00 shares. Based on historical transaction data and AAPL's current price of $214.40, BFSG, LLC's estimated gain on his AAPL holdings is $20.53 Mil, reflecting a 63.19% gain to date.

BFSG, LLC AAPL ($214.40) Holding Chart

BFSG, LLC AAPL ($214.40) 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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