Number of Shares
8,868.00
Current Holdings Value*
$1.82 Mil
% of Portfolio
1.38%
Total Estimate Gain
$271,976.30
% of Total Estimate Gain
15.59%

Bruce G. Allen Investments, LLC's Apple Inc Holding Summary

As of 2025-06-30, Bruce G. Allen Investments, LLC held 8,868.00 shares of Apple Inc(AAPL), totaling $1.82 Mil. This investment constitutes 1.38% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. In addition, there have been 6 sales at an average price of $208.37 for 579.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Bruce G. Allen Investments, LLC's estimated gain on his AAPL holdings is $271,976.30, reflecting a 15.59% gain to date.

Bruce G. Allen Investments, LLC AAPL ($213.76) Holding Chart

Bruce G. Allen Investments, LLC AAPL ($213.76) 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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