Number of Shares
9,056.00
Current Holdings Value*
$2.01 Mil
% of Portfolio
1.91%
Total Estimate Gain
$-195,411.84
% of Total Estimate Gain
-9.16%

Carbahal Olsen Financial Services Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 9,056.00 shares of Apple Inc(AAPL), totaling $2.01 Mil. This investment constitutes 1.91% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Carbahal Olsen Financial Services Group, LLC has made 1 purchases of AAPL, at an average price of $235.57, for a total of 9,056.00 shares. Based on historical transaction data and AAPL's current price of $213.99, Carbahal Olsen Financial Services Group, LLC's estimated gain on his AAPL holdings is $-195,411.84, reflecting a -9.16% gain to date.

Carbahal Olsen Financial Services Group, LLC AAPL ($213.99) Holding Chart

Carbahal Olsen Financial Services Group, LLC AAPL ($213.99) 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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