Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$46,196.45
% of Total Estimate Gain
3.73%

Optimist Retirement Group LLC's Apple Inc Holding Summary

As of 2025-03-31, Optimist Retirement Group LLC held - shares of Apple Inc(AAPL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Optimist Retirement Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q3. And since then Optimist Retirement Group LLC has made 2 purchases of AAPL, at an average price of $223.33, for a total of 5,540.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 5,540.00 shares. Based on historical transaction data and AAPL's current price of $214.49, Optimist Retirement Group LLC's estimated gain on his AAPL holdings is $46,196.45, reflecting a 3.73% gain to date.

Optimist Retirement Group LLC AAPL ($214.49) Holding Chart

Optimist Retirement Group LLC AAPL ($214.49) 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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