Number of Shares
69,002.00
Current Holdings Value*
$14.16 Mil
% of Portfolio
3.53%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
13.16%

KPP Advisory Services LLC's Apple Inc Holding Summary

As of 2025-06-30, KPP Advisory Services LLC held 69,002.00 shares of Apple Inc(AAPL), totaling $14.16 Mil. This investment constitutes 3.53% of their stock portfolio, and KPP Advisory Services LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q3. And since then KPP Advisory Services LLC has made 4 purchases of AAPL, at an average price of $188.86, for a total of 71,672.00 shares. In addition, there have been 3 sales at an average price of $194.39 for 2,670.00 shares. Based on historical transaction data and AAPL's current price of $214.47, KPP Advisory Services LLC's estimated gain on his AAPL holdings is $1.78 Mil, reflecting a 13.16% gain to date.

KPP Advisory Services LLC AAPL ($214.47) Holding Chart

KPP Advisory Services LLC AAPL ($214.47) 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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