Holcombe Financial, Inc. AAPL Holdings History
Number of Shares
90,800.00
Current Holdings Value*
$18.63 Mil
% of Portfolio
14.03%
Total Estimate Gain
$-2.24 Mil
% of Total Estimate Gain
-10.44%
Holcombe Financial, Inc.'s Apple Inc Holding Summary
As of 2025-06-30, Holcombe Financial, Inc. held 90,800.00 shares of Apple Inc(AAPL), totaling $18.63 Mil. This investment constitutes 14.03% of their stock portfolio, and Holcombe Financial, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 165.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Holcombe Financial, Inc.'s estimated gain on his AAPL holdings is $-2.24 Mil, reflecting a -10.44% gain to date.
Holcombe Financial, Inc. AAPL ($211.18) Holding Chart
Holcombe Financial, Inc. 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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