Number of Shares
50,631.00
Current Holdings Value*
$11.25 Mil
% of Portfolio
5.12%
Total Estimate Gain
$2.40 Mil
% of Total Estimate Gain
27.37%

Key Client Fiduciary Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Key Client Fiduciary Advisors, LLC held 50,631.00 shares of Apple Inc(AAPL), totaling $11.25 Mil. This investment constitutes 5.12% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 8 purchases of AAPL, at an average price of $157.03, for a total of 55,743.00 shares. In addition, there have been 5 sales at an average price of $190.14 for 5,112.00 shares. Based on historical transaction data and AAPL's current price of $201.00, Key Client Fiduciary Advisors, LLC's estimated gain on his AAPL holdings is $2.40 Mil, reflecting a 27.37% gain to date.

Key Client Fiduciary Advisors, LLC AAPL ($201.00) Holding Chart

Key Client Fiduciary Advisors, LLC AAPL ($201.00) 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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