Number of Shares
49,326.00
Current Holdings Value*
$11.49 Mil
% of Portfolio
2.11%
Total Estimate Gain
$4.11 Mil
% of Total Estimate Gain
58.24%

Kowal Investment Group, LLC's Apple Inc Holding Summary

As of 2024-09-30, Kowal Investment Group, LLC held 49,326.00 shares of Apple Inc(AAPL), totaling $11.49 Mil. This investment constitutes 2.11% of their stock portfolio, and Kowal Investment Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Kowal Investment Group, LLC has made 11 purchases of AAPL, at an average price of $132.30, for a total of 53,362.00 shares. In addition, there have been 4 sales at an average price of $155.55 for 4,036.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Kowal Investment Group, LLC's estimated gain on his AAPL holdings is $4.11 Mil, reflecting a 58.24% gain to date.

Kowal Investment Group, LLC AAPL ($213.76) Holding Chart

Kowal Investment Group, LLC AAPL ($213.76) 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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