Optimize Financial Inc AAPL Holdings History
Optimize Financial Inc's Apple Inc Holding Summary
As of 2025-03-31, Optimize Financial Inc held 9,890.00 shares of Apple Inc(AAPL), totaling $2.20 Mil. This investment constitutes 0.83% of their stock portfolio, and Optimize Financial Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2025Q1. And since then Optimize Financial Inc has made 1 purchases of AAPL, at an average price of $231.67, for a total of 9,890.00 shares. Based on historical transaction data and AAPL's current price of $210.71, Optimize Financial Inc's estimated gain on his AAPL holdings is $-207,294.40, reflecting a -9.05% gain to date.
Optimize Financial Inc AAPL ($210.71) Holding Chart
Optimize Financial Inc AAPL ($210.71) 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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