Number of Shares
10,039.00
Current Holdings Value*
$1.72 Mil
% of Portfolio
3.85%
Total Estimate Gain
$947,414.38
% of Total Estimate Gain
73.59%

Johnson Midwest Financial, LLC's Apple Inc Holding Summary

As of 2023-09-30, Johnson Midwest Financial, LLC held 10,039.00 shares of Apple Inc(AAPL), totaling $1.72 Mil. This investment constitutes 3.85% of their stock portfolio, and Johnson Midwest Financial, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Johnson Midwest Financial, LLC has made 8 purchases of AAPL, at an average price of $121.91, for a total of 10,561.00 shares. In addition, there have been 3 sales at an average price of $170.37 for 522.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Johnson Midwest Financial, LLC's estimated gain on his AAPL holdings is $947,414.38, reflecting a 73.59% gain to date.

Johnson Midwest Financial, LLC AAPL ($213.76) Holding Chart

Johnson Midwest Financial, LLC AAPL ($213.76) 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 %

Top Ranked Articles

  • 1