Number of Shares
39,073.00
Current Holdings Value*
$8.02 Mil
% of Portfolio
3.92%
Total Estimate Gain
$-975,152.29
% of Total Estimate Gain
-10.49%

Parkshore Wealth Management, Inc.'s Apple Inc Holding Summary

As of 2025-06-30, Parkshore Wealth Management, Inc. held 39,073.00 shares of Apple Inc(AAPL), totaling $8.02 Mil. This investment constitutes 3.92% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 1 purchases of AAPL, at an average price of $235.83, for a total of 39,434.00 shares. In addition, there have been 1 sales at an average price of $202.27 for 361.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Parkshore Wealth Management, Inc.'s estimated gain on his AAPL holdings is $-975,152.29, reflecting a -10.49% gain to date.

Parkshore Wealth Management, Inc. AAPL ($211.18) Holding Chart

Parkshore Wealth Management, Inc. 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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