Number of Shares
37,197.00
Current Holdings Value*
$8.26 Mil
% of Portfolio
5.81%
Total Estimate Gain
$845,734.34
% of Total Estimate Gain
12.07%

NavPoint Financial, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, NavPoint Financial, Inc. held 37,197.00 shares of Apple Inc(AAPL), totaling $8.26 Mil. This investment constitutes 5.81% of their stock portfolio, and NavPoint Financial, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then NavPoint Financial, Inc. has made 5 purchases of AAPL, at an average price of $188.44, for a total of 37,197.00 shares. Based on historical transaction data and AAPL's current price of $211.18, NavPoint Financial, Inc.'s estimated gain on his AAPL holdings is $845,734.34, reflecting a 12.07% gain to date.

NavPoint Financial, Inc. AAPL ($211.18) Holding Chart

NavPoint Financial, Inc. 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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