Beacon Financial Advisory LLC AAPL Holdings History
Beacon Financial Advisory LLC's Apple Inc Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 38,182.00 shares of Apple Inc(AAPL), totaling $7.83 Mil. This investment constitutes 2.03% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Beacon Financial Advisory LLC has made 13 purchases of AAPL, at an average price of $114.22, for a total of 76,677.00 shares. In addition, there have been 9 sales at an average price of $150.96 for 38,495.00 shares. Based on historical transaction data and AAPL's current price of $214.47, Beacon Financial Advisory LLC's estimated gain on his AAPL holdings is $5.24 Mil, reflecting a 59.85% gain to date.
Beacon Financial Advisory LLC AAPL ($214.47) Holding Chart
Beacon Financial Advisory LLC AAPL ($214.47) 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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