PKS Advisory Services, LLC AAPL Holdings History
Number of Shares
58,532.00
Current Holdings Value*
$12.98 Mil
% of Portfolio
3.55%
Total Estimate Gain
$-1.44 Mil
% of Total Estimate Gain
-10.44%
PKS Advisory Services, LLC's Apple Inc Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 58,532.00 shares of Apple Inc(AAPL), totaling $12.98 Mil. This investment constitutes 3.55% of their stock portfolio, and PKS Advisory Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 136.00 shares. Based on historical transaction data and AAPL's current price of $211.16, PKS Advisory Services, LLC's estimated gain on his AAPL holdings is $-1.44 Mil, reflecting a -10.44% gain to date.
PKS Advisory Services, LLC AAPL ($211.16) Holding Chart
PKS Advisory Services, LLC AAPL ($211.16) 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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