Number of Shares
65,783.00
Current Holdings Value*
$13.50 Mil
% of Portfolio
5.06%
Total Estimate Gain
$7.59 Mil
% of Total Estimate Gain
86.03%

Global Financial Private Client, LLC's Apple Inc Holding Summary

As of 2025-06-30, Global Financial Private Client, LLC held 65,783.00 shares of Apple Inc(AAPL), totaling $13.50 Mil. This investment constitutes 5.06% of their stock portfolio, and Global Financial Private Client, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 16 purchases of AAPL, at an average price of $109.80, for a total of 80,313.00 shares. In addition, there have been 6 sales at an average price of $172.91 for 14,530.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Global Financial Private Client, LLC's estimated gain on his AAPL holdings is $7.59 Mil, reflecting a 86.03% gain to date.

Global Financial Private Client, LLC AAPL ($211.18) Holding Chart

Global Financial Private Client, 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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