Number of Shares
22,080.00
Current Holdings Value*
$4.53 Mil
% of Portfolio
1.76%
Total Estimate Gain
$738,058.87
% of Total Estimate Gain
12.78%

PRIVATE CLIENT SERVICES, LLC's Apple Inc Holding Summary

As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 22,080.00 shares of Apple Inc(AAPL), totaling $4.53 Mil. This investment constitutes 1.76% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then PRIVATE CLIENT SERVICES, LLC has made 3 purchases of AAPL, at an average price of $189.05, for a total of 30,542.00 shares. In addition, there have been 3 sales at an average price of $225.34 for 8,462.00 shares. Based on historical transaction data and AAPL's current price of $208.57, PRIVATE CLIENT SERVICES, LLC's estimated gain on his AAPL holdings is $738,058.87, reflecting a 12.78% gain to date.

PRIVATE CLIENT SERVICES, LLC AAPL ($208.57) Holding Chart

PRIVATE CLIENT SERVICES, LLC AAPL ($208.57) 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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