Number of Shares
19,158.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
3.46%
Total Estimate Gain
$574,042.49
% of Total Estimate Gain
13.28%

MOSAIC FINANCIAL GROUP, LLC's Apple Inc Holding Summary

As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 19,158.00 shares of Apple Inc(AAPL), totaling $4.26 Mil. This investment constitutes 3.46% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 1 purchases of AAPL, at an average price of $182.10, for a total of 23,730.00 shares. In addition, there have been 3 sales at an average price of $228.46 for 4,572.00 shares. Based on historical transaction data and AAPL's current price of $201.00, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his AAPL holdings is $574,042.49, reflecting a 13.28% gain to date.

MOSAIC FINANCIAL GROUP, LLC AAPL ($201.00) Holding Chart

MOSAIC FINANCIAL GROUP, 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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