Number of Shares
1,036.00
Current Holdings Value*
$221,250.00
% of Portfolio
0.2%
Total Estimate Gain
$-481,949.53
% of Total Estimate Gain
-11.09%

FLOYD FINANCIAL GROUP LLC's Apple Inc Holding Summary

As of 2025-06-30, FLOYD FINANCIAL GROUP LLC held 1,036.00 shares of Apple Inc(AAPL), totaling $221,250.00. This investment constitutes 0.2% of their stock portfolio, and FLOYD FINANCIAL GROUP LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $209.39 for 17,385.00 shares. Based on historical transaction data and AAPL's current price of $214.29, FLOYD FINANCIAL GROUP LLC's estimated gain on his AAPL holdings is $-481,949.53, reflecting a -11.09% gain to date.

FLOYD FINANCIAL GROUP LLC AAPL ($214.29) Holding Chart

FLOYD FINANCIAL GROUP LLC AAPL ($214.29) 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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