My Personal CFO, LLC AAPL Holdings History

Number of Shares
55,515.00
Current Holdings Value*
$12.33 Mil
% of Portfolio
6.21%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
6.91%

My Personal CFO, LLC's Apple Inc Holding Summary

As of 2025-03-31, My Personal CFO, LLC held 55,515.00 shares of Apple Inc(AAPL), totaling $12.33 Mil. This investment constitutes 6.21% of their stock portfolio, and My Personal CFO, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then My Personal CFO, LLC has made 9 purchases of AAPL, at an average price of $183.45, for a total of 82,421.00 shares. In addition, there have been 3 sales at an average price of $165.08 for 26,906.00 shares. Based on historical transaction data and AAPL's current price of $211.18, My Personal CFO, LLC's estimated gain on his AAPL holdings is $1.05 Mil, reflecting a 6.91% gain to date.

My Personal CFO, LLC AAPL ($211.18) Holding Chart

My Personal CFO, LLC AAPL ($211.18) 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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