Number of Shares
199,787.00
Current Holdings Value*
$35.48 Mil
% of Portfolio
7.97%
Total Estimate Gain
$51.23 Mil
% of Total Estimate Gain
508.98%

Paradigm Financial Advisors, LLC's Apple Inc Holding Summary

As of 2021-12-31, Paradigm Financial Advisors, LLC held 199,787.00 shares of Apple Inc(AAPL), totaling $35.48 Mil. This investment constitutes 7.97% of their stock portfolio, and Paradigm Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Paradigm Financial Advisors, LLC has made 6 purchases of AAPL, at an average price of $22.27, for a total of 451,896.00 shares. In addition, there have been 18 sales at an average price of $75.76 for 252,109.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Paradigm Financial Advisors, LLC's estimated gain on his AAPL holdings is $51.23 Mil, reflecting a 508.98% gain to date.

Paradigm Financial Advisors, LLC AAPL ($211.18) Holding Chart

Paradigm Financial Advisors, 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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