NewFocus Financial Group, LLC AAPL Holdings History
NewFocus Financial Group, LLC's Apple Inc Holding Summary
As of 2020-12-31, NewFocus Financial Group, LLC held 274,766.00 shares of Apple Inc(AAPL), totaling $36.46 Mil. This investment constitutes 10.77% of their stock portfolio, and NewFocus Financial Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then NewFocus Financial Group, LLC has made 9 purchases of AAPL, at an average price of $25.25, for a total of 331,970.00 shares. In addition, there have been 10 sales at an average price of $76.41 for 57,204.00 shares. Based on historical transaction data and AAPL's current price of $209.11, NewFocus Financial Group, LLC's estimated gain on his AAPL holdings is $53.45 Mil, reflecting a 637.71% gain to date.
NewFocus Financial Group, LLC AAPL ($209.11) Holding Chart
NewFocus Financial Group, LLC AAPL ($209.11) 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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