Number of Shares
18,058.00
Current Holdings Value*
$4.73 Mil
% of Portfolio
3.12%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
11.15%

McClarren Financial Advisors, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, McClarren Financial Advisors, Inc. held 18,058.00 shares of Apple Inc(AAPL), totaling $4.73 Mil. This investment constitutes 3.12% of their stock portfolio, and McClarren Financial Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then McClarren Financial Advisors, Inc. has made 11 purchases of AAPL, at an average price of $190.52, for a total of 55,450.00 shares. In addition, there have been 6 sales at an average price of $210.61 for 37,392.00 shares. Based on historical transaction data and AAPL's current price of $214.15, McClarren Financial Advisors, Inc.'s estimated gain on his AAPL holdings is $1.18 Mil, reflecting a 11.15% gain to date.

McClarren Financial Advisors, Inc. AAPL ($214.15) Holding Chart

McClarren Financial Advisors, Inc. AAPL ($214.15) 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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