Number of Shares
31,596.00
Current Holdings Value*
$6.48 Mil
% of Portfolio
3.41%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
40.83%

Midwest Financial Group LLC's Apple Inc Holding Summary

As of 2025-06-30, Midwest Financial Group LLC held 31,596.00 shares of Apple Inc(AAPL), totaling $6.48 Mil. This investment constitutes 3.41% of their stock portfolio, and Midwest Financial Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 4 purchases of AAPL, at an average price of $151.12, for a total of 39,950.00 shares. In addition, there have been 5 sales at an average price of $207.28 for 8,354.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Midwest Financial Group LLC's estimated gain on his AAPL holdings is $2.47 Mil, reflecting a 40.83% gain to date.

Midwest Financial Group LLC AAPL ($214.29) Holding Chart

Midwest Financial Group LLC AAPL ($214.29) 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 %

Top Ranked Articles

  • 1