Number of Shares
4,882.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
0.85%
Total Estimate Gain
$-85,786.78
% of Total Estimate Gain
-7.68%

JIM SAULNIER & ASSOCIATES, LLC's Apple Inc Holding Summary

As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 4,882.00 shares of Apple Inc(AAPL), totaling $1.08 Mil. This investment constitutes 0.85% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 2 purchases of AAPL, at an average price of $228.75, for a total of 4,882.00 shares. Based on historical transaction data and AAPL's current price of $211.18, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his AAPL holdings is $-85,786.78, reflecting a -7.68% gain to date.

JIM SAULNIER & ASSOCIATES, LLC AAPL ($211.18) Holding Chart

JIM SAULNIER & ASSOCIATES, 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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