Number of Shares
171,906.00
Current Holdings Value*
$38.19 Mil
% of Portfolio
8.19%
Total Estimate Gain
$21.61 Mil
% of Total Estimate Gain
70.96%

Ironwood Financial, llc's Apple Inc Holding Summary

As of 2025-03-31, Ironwood Financial, llc held 171,906.00 shares of Apple Inc(AAPL), totaling $38.19 Mil. This investment constitutes 8.19% of their stock portfolio, and Ironwood Financial, llc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q4. And since then Ironwood Financial, llc has made 13 purchases of AAPL, at an average price of $117.54, for a total of 259,121.00 shares. In addition, there have been 14 sales at an average price of $180.77 for 87,215.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Ironwood Financial, llc's estimated gain on his AAPL holdings is $21.61 Mil, reflecting a 70.96% gain to date.

Ironwood Financial, llc AAPL ($211.18) Holding Chart

Ironwood Financial, llc 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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