Mattson Financial Services, LLC AAPL Holdings History
Mattson Financial Services, LLC's Apple Inc Holding Summary
As of 2025-03-31, Mattson Financial Services, LLC held 37,155.00 shares of Apple Inc(AAPL), totaling $8.25 Mil. This investment constitutes 2.48% of their stock portfolio, and Mattson Financial Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q2. And since then Mattson Financial Services, LLC has made 2 purchases of AAPL, at an average price of $189.40, for a total of 37,386.00 shares. In addition, there have been 1 sales at an average price of $223.32 for 231.00 shares. Based on historical transaction data and AAPL's current price of $211.79, Mattson Financial Services, LLC's estimated gain on his AAPL holdings is $839,935.34, reflecting a 11.86% gain to date.
Mattson Financial Services, LLC AAPL ($211.79) Holding Chart
Mattson Financial Services, LLC AAPL ($211.79) 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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