IMPACTfolio, LLC AAPL Holdings History

Number of Shares
20,254.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
1.97%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
27.67%

IMPACTfolio, LLC's Apple Inc Holding Summary

As of 2025-06-30, IMPACTfolio, LLC held 20,254.00 shares of Apple Inc(AAPL), totaling $4.16 Mil. This investment constitutes 1.97% of their stock portfolio, and IMPACTfolio, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then IMPACTfolio, LLC has made 2 purchases of AAPL, at an average price of $160.77, for a total of 25,192.00 shares. In addition, there have been 12 sales at an average price of $171.75 for 4,938.00 shares. Based on historical transaction data and AAPL's current price of $213.41, IMPACTfolio, LLC's estimated gain on his AAPL holdings is $1.12 Mil, reflecting a 27.67% gain to date.

IMPACTfolio, LLC AAPL ($213.41) Holding Chart

IMPACTfolio, LLC AAPL ($213.41) 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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