Dynamic Financial Group AAPL Holdings History
Number of Shares
5,525.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
1.23%
Total Estimate Gain
$-146,028.35
% of Total Estimate Gain
-9.48%
Dynamic Financial Group's Apple Inc Holding Summary
As of 2025-03-31, Dynamic Financial Group held 5,525.00 shares of Apple Inc(AAPL), totaling $1.23 Mil. This investment constitutes 1.23% of their stock portfolio, and Dynamic Financial Group 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 $231.67 for 1,010.00 shares. Based on historical transaction data and AAPL's current price of $210.16, Dynamic Financial Group's estimated gain on his AAPL holdings is $-146,028.35, reflecting a -9.48% gain to date.
Dynamic Financial Group AAPL ($210.16) Holding Chart
Dynamic Financial Group AAPL ($210.16) 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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