Berger Financial Group, Inc AAPL Holdings History
Berger Financial Group, Inc's Apple Inc Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 168,915.00 shares of Apple Inc(AAPL), totaling $37.52 Mil. This investment constitutes 2.6% of their stock portfolio, and Berger Financial Group, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Berger Financial Group, Inc has made 7 purchases of AAPL, at an average price of $140.47, for a total of 216,561.00 shares. In addition, there have been 10 sales at an average price of $154.44 for 47,646.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Berger Financial Group, Inc's estimated gain on his AAPL holdings is $12.61 Mil, reflecting a 41.45% gain to date.
Berger Financial Group, Inc AAPL ($211.18) Holding Chart
Berger Financial Group, Inc 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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