Number of Shares
40,854.00
Current Holdings Value*
$8.38 Mil
% of Portfolio
3.73%
Total Estimate Gain
$10.46 Mil
% of Total Estimate Gain
110.20%

Exeter Financial, LLC's Apple Inc Holding Summary

As of 2025-06-30, Exeter Financial, LLC held 40,854.00 shares of Apple Inc(AAPL), totaling $8.38 Mil. This investment constitutes 3.73% of their stock portfolio, and Exeter Financial, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Exeter Financial, LLC has made 8 purchases of AAPL, at an average price of $76.58, for a total of 123,904.00 shares. In addition, there have been 21 sales at an average price of $136.27 for 83,050.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Exeter Financial, LLC's estimated gain on his AAPL holdings is $10.46 Mil, reflecting a 110.20% gain to date.

Exeter Financial, LLC AAPL ($211.18) Holding Chart

Exeter Financial, LLC 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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