Number of Shares
73,111.00
Current Holdings Value*
$16.24 Mil
% of Portfolio
2.18%
Total Estimate Gain
$15.00 Mil
% of Total Estimate Gain
154.43%

Patriot Financial Group Insurance Agency, LLC's Apple Inc Holding Summary

As of 2025-03-31, Patriot Financial Group Insurance Agency, LLC held 73,111.00 shares of Apple Inc(AAPL), totaling $16.24 Mil. This investment constitutes 2.18% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Patriot Financial Group Insurance Agency, LLC has made 10 purchases of AAPL, at an average price of $68.16, for a total of 142,552.00 shares. In addition, there have been 18 sales at an average price of $135.83 for 69,441.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Patriot Financial Group Insurance Agency, LLC's estimated gain on his AAPL holdings is $15.00 Mil, reflecting a 154.43% gain to date.

Patriot Financial Group Insurance Agency, LLC AAPL ($209.11) Holding Chart

Patriot Financial Group Insurance Agency, LLC AAPL ($209.11) 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 %

Top Ranked Articles

  • 1