Number of Shares
20,524.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
1.6%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
87.05%

KFA Private Wealth Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, KFA Private Wealth Group, LLC held 20,524.00 shares of Apple Inc(AAPL), totaling $4.56 Mil. This investment constitutes 1.6% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then KFA Private Wealth Group, LLC has made 11 purchases of AAPL, at an average price of $104.74, for a total of 38,203.00 shares. In addition, there have been 10 sales at an average price of $179.37 for 17,679.00 shares. Based on historical transaction data and AAPL's current price of $210.16, KFA Private Wealth Group, LLC's estimated gain on his AAPL holdings is $3.48 Mil, reflecting a 87.05% gain to date.

KFA Private Wealth Group, LLC AAPL ($210.16) Holding Chart

KFA Private Wealth Group, LLC AAPL ($210.16) 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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