Number of Shares
37,361.00
Current Holdings Value*
$8.30 Mil
% of Portfolio
6.2%
Total Estimate Gain
$983,943.12
% of Total Estimate Gain
13.99%

PATRICK M SWEENEY & ASSOCIATES, INC's Apple Inc Holding Summary

As of 2025-03-31, PATRICK M SWEENEY & ASSOCIATES, INC held 37,361.00 shares of Apple Inc(AAPL), totaling $8.30 Mil. This investment constitutes 6.2% of their stock portfolio, and PATRICK M SWEENEY & ASSOCIATES, INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then PATRICK M SWEENEY & ASSOCIATES, INC has made 3 purchases of AAPL, at an average price of $184.64, for a total of 38,079.00 shares. In addition, there have been 2 sales at an average price of $234.25 for 718.00 shares. Based on historical transaction data and AAPL's current price of $210.02, PATRICK M SWEENEY & ASSOCIATES, INC's estimated gain on his AAPL holdings is $983,943.12, reflecting a 13.99% gain to date.

PATRICK M SWEENEY & ASSOCIATES, INC AAPL ($210.02) Holding Chart

PATRICK M SWEENEY & ASSOCIATES, INC AAPL ($210.02) 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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