Number of Shares
29,080.00
Current Holdings Value*
$6.46 Mil
% of Portfolio
2.3%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
21.20%

Comprehensive Financial Consultants Institutional, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Comprehensive Financial Consultants Institutional, Inc. held 29,080.00 shares of Apple Inc(AAPL), totaling $6.46 Mil. This investment constitutes 2.3% of their stock portfolio, and Comprehensive Financial Consultants Institutional, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Comprehensive Financial Consultants Institutional, Inc. has made 9 purchases of AAPL, at an average price of $157.11, for a total of 56,351.00 shares. In addition, there have been 4 sales at an average price of $170.47 for 27,271.00 shares. Based on historical transaction data and AAPL's current price of $209.12, Comprehensive Financial Consultants Institutional, Inc.'s estimated gain on his AAPL holdings is $1.88 Mil, reflecting a 21.20% gain to date.

Comprehensive Financial Consultants Institutional, Inc. AAPL ($209.12) Holding Chart

Comprehensive Financial Consultants Institutional, Inc. AAPL ($209.12) 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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