Number of Shares
463,863.00
Current Holdings Value*
$95.17 Mil
% of Portfolio
11.37%
Total Estimate Gain
$54.17 Mil
% of Total Estimate Gain
68.48%

Bard Financial Services, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Bard Financial Services, Inc. held 463,863.00 shares of Apple Inc(AAPL), totaling $95.17 Mil. This investment constitutes 11.37% of their stock portfolio, and Bard Financial Services, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Bard Financial Services, Inc. has made 3 purchases of AAPL, at an average price of $121.56, for a total of 650,688.00 shares. In addition, there have been 15 sales at an average price of $192.41 for 186,825.00 shares. Based on historical transaction data and AAPL's current price of $209.81, Bard Financial Services, Inc.'s estimated gain on his AAPL holdings is $54.17 Mil, reflecting a 68.48% gain to date.

Bard Financial Services, Inc. AAPL ($209.81) Holding Chart

Bard Financial Services, Inc. AAPL ($209.81) 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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