Number of Shares
26,305.00
Current Holdings Value*
$5.84 Mil
% of Portfolio
1.15%
Total Estimate Gain
$3.97 Mil
% of Total Estimate Gain
174.93%

Financial Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Financial Advisors, LLC held 26,305.00 shares of Apple Inc(AAPL), totaling $5.84 Mil. This investment constitutes 1.15% of their stock portfolio, and Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Financial Advisors, LLC has made 16 purchases of AAPL, at an average price of $73.50, for a total of 30,889.00 shares. In addition, there have been 9 sales at an average price of $136.26 for 4,584.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Financial Advisors, LLC's estimated gain on his AAPL holdings is $3.97 Mil, reflecting a 174.93% gain to date.

Financial Advisors, LLC AAPL ($213.55) Holding Chart

Financial Advisors, LLC AAPL ($213.55) 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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