PERSONAL CFO SOLUTIONS, LLC AAPL Holdings History
PERSONAL CFO SOLUTIONS, LLC's Apple Inc Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 109,242.00 shares of Apple Inc(AAPL), totaling $24.27 Mil. This investment constitutes 4.93% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then PERSONAL CFO SOLUTIONS, LLC has made 14 purchases of AAPL, at an average price of $111.50, for a total of 131,025.00 shares. In addition, there have been 8 sales at an average price of $133.12 for 21,783.00 shares. Based on historical transaction data and AAPL's current price of $211.18, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his AAPL holdings is $11.36 Mil, reflecting a 77.77% gain to date.
PERSONAL CFO SOLUTIONS, LLC AAPL ($211.18) Holding Chart
PERSONAL CFO SOLUTIONS, LLC AAPL ($211.18) 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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