Number of Shares
11,100.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
1.13%
Total Estimate Gain
$616,088.47
% of Total Estimate Gain
28.91%

New Perspectives, Inc's Apple Inc Holding Summary

As of 2025-06-30, New Perspectives, Inc held 11,100.00 shares of Apple Inc(AAPL), totaling $2.28 Mil. This investment constitutes 1.13% of their stock portfolio, and New Perspectives, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then New Perspectives, Inc has made 5 purchases of AAPL, at an average price of $161.73, for a total of 13,175.00 shares. In addition, there have been 5 sales at an average price of $194.10 for 2,075.00 shares. Based on historical transaction data and AAPL's current price of $211.18, New Perspectives, Inc's estimated gain on his AAPL holdings is $616,088.47, reflecting a 28.91% gain to date.

New Perspectives, Inc AAPL ($211.18) Holding Chart

New Perspectives, 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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