Number of Shares
43,484.00
Current Holdings Value*
$9.66 Mil
% of Portfolio
2.99%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
35.77%

Empire Financial Management Company, LLC's Apple Inc Holding Summary

As of 2025-03-31, Empire Financial Management Company, LLC held 43,484.00 shares of Apple Inc(AAPL), totaling $9.66 Mil. This investment constitutes 2.99% of their stock portfolio, and Empire Financial Management Company, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then Empire Financial Management Company, LLC has made 3 purchases of AAPL, at an average price of $155.87, for a total of 55,776.00 shares. In addition, there have been 5 sales at an average price of $202.12 for 12,292.00 shares. Based on historical transaction data and AAPL's current price of $214.30, Empire Financial Management Company, LLC's estimated gain on his AAPL holdings is $3.11 Mil, reflecting a 35.77% gain to date.

Empire Financial Management Company, LLC AAPL ($214.30) Holding Chart

Empire Financial Management Company, LLC AAPL ($214.30) 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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