Intelligent Financial Strategies AAPL Holdings History
Intelligent Financial Strategies's Apple Inc Holding Summary
As of 2025-03-31, Intelligent Financial Strategies held 20,018.00 shares of Apple Inc(AAPL), totaling $4.45 Mil. This investment constitutes 2.32% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 4 purchases of AAPL, at an average price of $158.31, for a total of 23,111.00 shares. In addition, there have been 4 sales at an average price of $168.00 for 3,093.00 shares. Based on historical transaction data and AAPL's current price of $201.50, Intelligent Financial Strategies's estimated gain on his AAPL holdings is $894,537.66, reflecting a 24.45% gain to date.
Intelligent Financial Strategies AAPL ($201.50) Holding Chart
Intelligent Financial Strategies AAPL ($201.50) 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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