Number of Shares
61,514.00
Current Holdings Value*
$13.66 Mil
% of Portfolio
7.88%
Total Estimate Gain
$6.50 Mil
% of Total Estimate Gain
55.84%

Kaizen Financial Strategies's Apple Inc Holding Summary

As of 2025-03-31, Kaizen Financial Strategies held 61,514.00 shares of Apple Inc(AAPL), totaling $13.66 Mil. This investment constitutes 7.88% of their stock portfolio, and Kaizen Financial Strategies now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Kaizen Financial Strategies has made 4 purchases of AAPL, at an average price of $124.30, for a total of 93,721.00 shares. In addition, there have been 12 sales at an average price of $162.56 for 32,207.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Kaizen Financial Strategies's estimated gain on his AAPL holdings is $6.50 Mil, reflecting a 55.84% gain to date.

Kaizen Financial Strategies AAPL ($210.02) Holding Chart

Kaizen Financial Strategies AAPL ($210.02) 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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