Number of Shares
14,503.00
Current Holdings Value*
$3.22 Mil
% of Portfolio
1.27%
Total Estimate Gain
$543,907.82
% of Total Estimate Gain
15.39%

CGC Financial Services, LLC's Apple Inc Holding Summary

As of 2025-03-31, CGC Financial Services, LLC held 14,503.00 shares of Apple Inc(AAPL), totaling $3.22 Mil. This investment constitutes 1.27% of their stock portfolio, and CGC Financial Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q2. And since then CGC Financial Services, LLC has made 3 purchases of AAPL, at an average price of $179.26, for a total of 19,713.00 shares. In addition, there have been 4 sales at an average price of $194.85 for 5,210.00 shares. Based on historical transaction data and AAPL's current price of $211.16, CGC Financial Services, LLC's estimated gain on his AAPL holdings is $543,907.82, reflecting a 15.39% gain to date.

CGC Financial Services, LLC AAPL ($211.16) Holding Chart

CGC Financial Services, LLC AAPL ($211.16) 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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