Number of Shares
221,261.00
Current Holdings Value*
$55.41 Mil
% of Portfolio
1.24%
Total Estimate Gain
$3.85 Mil
% of Total Estimate Gain
9.03%

PRINCIPAL SECURITIES, INC.'s Apple Inc Holding Summary

As of 2025-03-31, PRINCIPAL SECURITIES, INC. held 221,261.00 shares of Apple Inc(AAPL), totaling $55.41 Mil. This investment constitutes 1.24% of their stock portfolio, and PRINCIPAL SECURITIES, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then PRINCIPAL SECURITIES, INC. has made 5 purchases of AAPL, at an average price of $192.62, for a total of 221,261.00 shares. Based on historical transaction data and AAPL's current price of $210.02, PRINCIPAL SECURITIES, INC.'s estimated gain on his AAPL holdings is $3.85 Mil, reflecting a 9.03% gain to date.

PRINCIPAL SECURITIES, INC. AAPL ($210.02) Holding Chart

PRINCIPAL SECURITIES, 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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