ODonnell Financial Services, LLC AAPL Holdings History
ODonnell Financial Services, LLC's Apple Inc Holding Summary
As of 2025-03-31, ODonnell Financial Services, LLC held 33,426.00 shares of Apple Inc(AAPL), totaling $7.43 Mil. This investment constitutes 3.06% of their stock portfolio, and ODonnell Financial Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q3. And since then ODonnell Financial Services, LLC has made 5 purchases of AAPL, at an average price of $150.83, for a total of 44,619.00 shares. In addition, there have been 8 sales at an average price of $174.79 for 11,193.00 shares. Based on historical transaction data and AAPL's current price of $209.16, ODonnell Financial Services, LLC's estimated gain on his AAPL holdings is $2.22 Mil, reflecting a 32.95% gain to date.
ODonnell Financial Services, LLC AAPL ($209.16) Holding Chart
ODonnell Financial Services, LLC AAPL ($209.16) 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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