Number of Shares
14,613.00
Current Holdings Value*
$3.25 Mil
% of Portfolio
4.1%
Total Estimate Gain
$677,076.24
% of Total Estimate Gain
13.87%

Constant Guidance Financial LLC's Apple Inc Holding Summary

As of 2025-03-31, Constant Guidance Financial LLC held 14,613.00 shares of Apple Inc(AAPL), totaling $3.25 Mil. This investment constitutes 4.1% of their stock portfolio, and Constant Guidance Financial LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q3. And since then Constant Guidance Financial LLC has made 3 purchases of AAPL, at an average price of $190.21, for a total of 25,666.00 shares. In addition, there have been 3 sales at an average price of $219.49 for 11,053.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Constant Guidance Financial LLC's estimated gain on his AAPL holdings is $677,076.24, reflecting a 13.87% gain to date.

Constant Guidance Financial LLC AAPL ($214.40) Holding Chart

Constant Guidance Financial LLC AAPL ($214.40) 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 %

Top Ranked Articles

  • 1