Morling Financial Advisors, LLC AAPL Holdings History
Morling Financial Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 46,929.00 shares of Apple Inc(AAPL), totaling $10.42 Mil. This investment constitutes 3.59% of their stock portfolio, and Morling Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Morling Financial Advisors, LLC has made 6 purchases of AAPL, at an average price of $166.66, for a total of 50,223.00 shares. In addition, there have been 7 sales at an average price of $202.00 for 3,294.00 shares. Based on historical transaction data and AAPL's current price of $214.47, Morling Financial Advisors, LLC's estimated gain on his AAPL holdings is $2.36 Mil, reflecting a 28.20% gain to date.
Morling Financial Advisors, LLC AAPL ($214.47) Holding Chart
Morling Financial Advisors, LLC AAPL ($214.47) 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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