Number of Shares
2,700.00
Current Holdings Value*
$553,950.00
% of Portfolio
0.38%
Total Estimate Gain
$-299,308.08
% of Total Estimate Gain
-12.89%

Coordinated Financial Services, Inc.'s Apple Inc Holding Summary

As of 2025-06-30, Coordinated Financial Services, Inc. held 2,700.00 shares of Apple Inc(AAPL), totaling $553,950.00. This investment constitutes 0.38% of their stock portfolio, and Coordinated Financial Services, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $202.27 for 7,143.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Coordinated Financial Services, Inc.'s estimated gain on his AAPL holdings is $-299,308.08, reflecting a -12.89% gain to date.

Coordinated Financial Services, Inc. AAPL ($213.76) Holding Chart

Coordinated Financial Services, Inc. AAPL ($213.76) 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