Number of Shares
80,628.00
Current Holdings Value*
$16.54 Mil
% of Portfolio
7.72%
Total Estimate Gain
$6.05 Mil
% of Total Estimate Gain
29.03%

O'ROURKE & COMPANY, Inc's Apple Inc Holding Summary

As of 2025-06-30, O'ROURKE & COMPANY, Inc held 80,628.00 shares of Apple Inc(AAPL), totaling $16.54 Mil. This investment constitutes 7.72% of their stock portfolio, and O'ROURKE & COMPANY, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then O'ROURKE & COMPANY, Inc has made 4 purchases of AAPL, at an average price of $169.45, for a total of 123,044.00 shares. In addition, there have been 9 sales at an average price of $228.17 for 42,416.00 shares. Based on historical transaction data and AAPL's current price of $213.64, O'ROURKE & COMPANY, Inc's estimated gain on his AAPL holdings is $6.05 Mil, reflecting a 29.03% gain to date.

O'ROURKE & COMPANY, Inc AAPL ($213.64) Holding Chart

O'ROURKE & COMPANY, Inc AAPL ($213.64) 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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