Number of Shares
22,243.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
1.39%
Total Estimate Gain
$616,676.45
% of Total Estimate Gain
13.05%

Drake & Associates, LLC's Apple Inc Holding Summary

As of 2025-03-31, Drake & Associates, LLC held 22,243.00 shares of Apple Inc(AAPL), totaling $4.94 Mil. This investment constitutes 1.39% of their stock portfolio, and Drake & Associates, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q2. And since then Drake & Associates, LLC has made 7 purchases of AAPL, at an average price of $186.47, for a total of 25,335.00 shares. In addition, there have been 4 sales at an average price of $185.02 for 3,092.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Drake & Associates, LLC's estimated gain on his AAPL holdings is $616,676.45, reflecting a 13.05% gain to date.

Drake & Associates, LLC AAPL ($214.40) Holding Chart

Drake & Associates, 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 %

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