Number of Shares
13,148.00
Current Holdings Value*
$2.92 Mil
% of Portfolio
1.75%
Total Estimate Gain
$828,572.09
% of Total Estimate Gain
12.70%

MATRIX PRIVATE CAPITAL GROUP LLC's Apple Inc Holding Summary

As of 2025-03-31, MATRIX PRIVATE CAPITAL GROUP LLC held 13,148.00 shares of Apple Inc(AAPL), totaling $2.92 Mil. This investment constitutes 1.75% of their stock portfolio, and MATRIX PRIVATE CAPITAL GROUP LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then MATRIX PRIVATE CAPITAL GROUP LLC has made 4 purchases of AAPL, at an average price of $158.81, for a total of 41,073.00 shares. In addition, there have been 9 sales at an average price of $169.90 for 27,925.00 shares. Based on historical transaction data and AAPL's current price of $198.27, MATRIX PRIVATE CAPITAL GROUP LLC's estimated gain on his AAPL holdings is $828,572.09, reflecting a 12.70% gain to date.

MATRIX PRIVATE CAPITAL GROUP LLC AAPL ($198.27) Holding Chart

MATRIX PRIVATE CAPITAL GROUP LLC AAPL ($198.27) 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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