Number of Shares
459,850.00
Current Holdings Value*
$101.50 Mil
% of Portfolio
23.19%
Total Estimate Gain
$26.35 Mil
% of Total Estimate Gain
17.31%

Delta Financial Group, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Delta Financial Group, Inc. held 459,850.00 shares of Apple Inc(AAPL), totaling $101.50 Mil. This investment constitutes 23.19% of their stock portfolio, and Delta Financial Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Delta Financial Group, Inc. has made 4 purchases of AAPL, at an average price of $164.37, for a total of 926,494.00 shares. In addition, there have been 5 sales at an average price of $174.71 for 466,644.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Delta Financial Group, Inc.'s estimated gain on his AAPL holdings is $26.35 Mil, reflecting a 17.31% gain to date.

Delta Financial Group, Inc. AAPL ($211.18) Holding Chart

Delta Financial Group, Inc. AAPL ($211.18) 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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