Key Financial Inc AAPL Holdings History
Key Financial Inc's Apple Inc Holding Summary
As of 2025-03-31, Key Financial Inc held 97,457.00 shares of Apple Inc(AAPL), totaling $21.65 Mil. This investment constitutes 4.71% of their stock portfolio, and Key Financial Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Key Financial Inc has made 9 purchases of AAPL, at an average price of $86.01, for a total of 115,425.00 shares. In addition, there have been 11 sales at an average price of $150.32 for 17,968.00 shares. Based on historical transaction data and AAPL's current price of $208.91, Key Financial Inc's estimated gain on his AAPL holdings is $13.13 Mil, reflecting a 132.30% gain to date.
Key Financial Inc AAPL ($208.91) Holding Chart
Key Financial Inc AAPL ($208.91) 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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