Number of Shares
151,431.00
Current Holdings Value*
$31.07 Mil
% of Portfolio
3.65%
Total Estimate Gain
$22.96 Mil
% of Total Estimate Gain
91.87%

Cooper Financial Group's Apple Inc Holding Summary

As of 2025-06-30, Cooper Financial Group held 151,431.00 shares of Apple Inc(AAPL), totaling $31.07 Mil. This investment constitutes 3.65% of their stock portfolio, and Cooper Financial Group now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Cooper Financial Group has made 20 purchases of AAPL, at an average price of $95.50, for a total of 261,699.00 shares. In addition, there have been 6 sales at an average price of $140.56 for 110,268.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Cooper Financial Group's estimated gain on his AAPL holdings is $22.96 Mil, reflecting a 91.87% gain to date.

Cooper Financial Group AAPL ($214.29) Holding Chart

Cooper Financial Group AAPL ($214.29) 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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