Number of Shares
35,614.00
Current Holdings Value*
$7.31 Mil
% of Portfolio
6.04%
Total Estimate Gain
$-959,703.78
% of Total Estimate Gain
-10.60%

CATHY PARETO & ASSOCIATES, INC's Apple Inc Holding Summary

As of 2025-06-30, CATHY PARETO & ASSOCIATES, INC held 35,614.00 shares of Apple Inc(AAPL), totaling $7.31 Mil. This investment constitutes 6.04% of their stock portfolio, and CATHY PARETO & ASSOCIATES, INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then CATHY PARETO & ASSOCIATES, INC has made 1 purchases of AAPL, at an average price of $235.48, for a total of 38,451.00 shares. In addition, there have been 1 sales at an average price of $202.27 for 2,837.00 shares. Based on historical transaction data and AAPL's current price of $211.18, CATHY PARETO & ASSOCIATES, INC's estimated gain on his AAPL holdings is $-959,703.78, reflecting a -10.60% gain to date.

CATHY PARETO & ASSOCIATES, INC AAPL ($211.18) Holding Chart

CATHY PARETO & ASSOCIATES, 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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