Number of Shares
15,804.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
2.77%
Total Estimate Gain
$480,010.47
% of Total Estimate Gain
14.57%

M3 Advisory Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, M3 Advisory Group, LLC held 15,804.00 shares of Apple Inc(AAPL), totaling $3.51 Mil. This investment constitutes 2.77% of their stock portfolio, and M3 Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 4 purchases of AAPL, at an average price of $187.94, for a total of 17,525.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 1,721.00 shares. Based on historical transaction data and AAPL's current price of $213.55, M3 Advisory Group, LLC's estimated gain on his AAPL holdings is $480,010.47, reflecting a 14.57% gain to date.

M3 Advisory Group, LLC AAPL ($213.55) Holding Chart

M3 Advisory Group, LLC AAPL ($213.55) 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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