Novak & Powell Financial Services, Inc. AAPL Holdings History
Novak & Powell Financial Services, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 39,206.00 shares of Apple Inc(AAPL), totaling $8.71 Mil. This investment constitutes 5.42% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 2 purchases of AAPL, at an average price of $184.72, for a total of 41,531.00 shares. In addition, there have been 3 sales at an average price of $220.24 for 2,325.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Novak & Powell Financial Services, Inc.'s estimated gain on his AAPL holdings is $1.25 Mil, reflecting a 16.24% gain to date.
Novak & Powell Financial Services, Inc. AAPL ($214.40) Holding Chart
Novak & Powell Financial Services, Inc. AAPL ($214.40) 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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