Number of Shares
10,413.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
1.6%
Total Estimate Gain
$1.69 Mil
% of Total Estimate Gain
52.79%

HBC Financial Services, PLLC's Apple Inc Holding Summary

As of 2024-12-31, HBC Financial Services, PLLC held 10,413.00 shares of Apple Inc(AAPL), totaling $2.61 Mil. This investment constitutes 1.6% of their stock portfolio, and HBC Financial Services, PLLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then HBC Financial Services, PLLC has made 5 purchases of AAPL, at an average price of $105.31, for a total of 30,419.00 shares. In addition, there have been 10 sales at an average price of $133.06 for 20,006.00 shares. Based on historical transaction data and AAPL's current price of $214.40, HBC Financial Services, PLLC's estimated gain on his AAPL holdings is $1.69 Mil, reflecting a 52.79% gain to date.

HBC Financial Services, PLLC AAPL ($214.40) Holding Chart

HBC Financial Services, PLLC AAPL ($214.40) 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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