Number of Shares
31,977.00
Current Holdings Value*
$7.14 Mil
% of Portfolio
2.86%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
43.36%

Eley Financial Management, Inc's Apple Inc Holding Summary

As of 2025-03-31, Eley Financial Management, Inc held 31,977.00 shares of Apple Inc(AAPL), totaling $7.14 Mil. This investment constitutes 2.86% of their stock portfolio, and Eley Financial Management, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Eley Financial Management, Inc has made 3 purchases of AAPL, at an average price of $145.63, for a total of 35,391.00 shares. In addition, there have been 5 sales at an average price of $186.25 for 3,414.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Eley Financial Management, Inc's estimated gain on his AAPL holdings is $2.23 Mil, reflecting a 43.36% gain to date.

Eley Financial Management, Inc AAPL ($211.18) Holding Chart

Eley Financial Management, 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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