Number of Shares
23,749.00
Current Holdings Value*
$4.87 Mil
% of Portfolio
3.04%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
31.71%

Hofer & Associates. Inc's Apple Inc Holding Summary

As of 2025-06-30, Hofer & Associates. Inc held 23,749.00 shares of Apple Inc(AAPL), totaling $4.87 Mil. This investment constitutes 3.04% of their stock portfolio, and Hofer & Associates. Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 10 purchases of AAPL, at an average price of $159.52, for a total of 24,276.00 shares. In addition, there have been 3 sales at an average price of $213.72 for 527.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Hofer & Associates. Inc's estimated gain on his AAPL holdings is $1.23 Mil, reflecting a 31.71% gain to date.

Hofer & Associates. Inc AAPL ($210.02) Holding Chart

Hofer & Associates. Inc AAPL ($210.02) 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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