Number of Shares
81,566.00
Current Holdings Value*
$18.12 Mil
% of Portfolio
4.4%
Total Estimate Gain
$5.88 Mil
% of Total Estimate Gain
17.72%

Newbridge Financial Services Group, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Newbridge Financial Services Group, Inc. held 81,566.00 shares of Apple Inc(AAPL), totaling $18.12 Mil. This investment constitutes 4.4% of their stock portfolio, and Newbridge Financial Services Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q3. And since then Newbridge Financial Services Group, Inc. has made 10 purchases of AAPL, at an average price of $174.84, for a total of 189,793.00 shares. In addition, there have been 8 sales at an average price of $199.94 for 108,227.00 shares. Based on historical transaction data and AAPL's current price of $213.60, Newbridge Financial Services Group, Inc.'s estimated gain on his AAPL holdings is $5.88 Mil, reflecting a 17.72% gain to date.

Newbridge Financial Services Group, Inc. AAPL ($213.60) Holding Chart

Newbridge Financial Services Group, Inc. AAPL ($213.60) 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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