Number of Shares
113,768.00
Current Holdings Value*
$25.27 Mil
% of Portfolio
2.43%
Total Estimate Gain
$5.32 Mil
% of Total Estimate Gain
25.36%

CARDIFF PARK ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-03-31, CARDIFF PARK ADVISORS, LLC held 113,768.00 shares of Apple Inc(AAPL), totaling $25.27 Mil. This investment constitutes 2.43% of their stock portfolio, and CARDIFF PARK ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then CARDIFF PARK ADVISORS, LLC has made 6 purchases of AAPL, at an average price of $159.70, for a total of 131,321.00 shares. In addition, there have been 7 sales at an average price of $194.46 for 17,553.00 shares. Based on historical transaction data and AAPL's current price of $201.08, CARDIFF PARK ADVISORS, LLC's estimated gain on his AAPL holdings is $5.32 Mil, reflecting a 25.36% gain to date.

CARDIFF PARK ADVISORS, LLC AAPL ($201.08) Holding Chart

CARDIFF PARK ADVISORS, LLC AAPL ($201.08) 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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