Number of Shares
28,553.00
Current Holdings Value*
$7.15 Mil
% of Portfolio
5.34%
Total Estimate Gain
$2.97 Mil
% of Total Estimate Gain
23.38%

Householder Group Estate & Retirement Specialist, LLC's Apple Inc Holding Summary

As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 28,553.00 shares of Apple Inc(AAPL), totaling $7.15 Mil. This investment constitutes 5.34% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 4 purchases of AAPL, at an average price of $166.03, for a total of 76,537.00 shares. In addition, there have been 7 sales at an average price of $201.77 for 47,984.00 shares. Based on historical transaction data and AAPL's current price of $210.01, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his AAPL holdings is $2.97 Mil, reflecting a 23.38% gain to date.

Householder Group Estate & Retirement Specialist, LLC AAPL ($210.01) Holding Chart

Householder Group Estate & Retirement Specialist, LLC AAPL ($210.01) 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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