Number of Shares
9,271.00
Current Holdings Value*
$1.80 Mil
% of Portfolio
1.15%
Total Estimate Gain
$1.00 Mil
% of Total Estimate Gain
46.30%

PIERSHALE FINANCIAL GROUP, INC.'s Apple Inc Holding Summary

As of 2023-06-30, PIERSHALE FINANCIAL GROUP, INC. held 9,271.00 shares of Apple Inc(AAPL), totaling $1.80 Mil. This investment constitutes 1.15% of their stock portfolio, and PIERSHALE FINANCIAL GROUP, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then PIERSHALE FINANCIAL GROUP, INC. has made 18 purchases of AAPL, at an average price of $84.41, for a total of 25,648.00 shares. In addition, there have been 9 sales at an average price of $74.51 for 16,377.00 shares. Based on historical transaction data and AAPL's current price of $210.02, PIERSHALE FINANCIAL GROUP, INC.'s estimated gain on his AAPL holdings is $1.00 Mil, reflecting a 46.30% gain to date.

PIERSHALE FINANCIAL GROUP, INC. AAPL ($210.02) Holding Chart

PIERSHALE FINANCIAL GROUP, 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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