Number of Shares
44,904.00
Current Holdings Value*
$9.97 Mil
% of Portfolio
6.95%
Total Estimate Gain
$-1.19 Mil
% of Total Estimate Gain
-11.23%

Paul R. Ried Financial Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Paul R. Ried Financial Group, LLC held 44,904.00 shares of Apple Inc(AAPL), totaling $9.97 Mil. This investment constitutes 6.95% of their stock portfolio, and Paul R. Ried Financial Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Paul R. Ried Financial Group, LLC has made 1 purchases of AAPL, at an average price of $235.81, for a total of 44,904.00 shares. Based on historical transaction data and AAPL's current price of $209.32, Paul R. Ried Financial Group, LLC's estimated gain on his AAPL holdings is $-1.19 Mil, reflecting a -11.23% gain to date.

Paul R. Ried Financial Group, LLC AAPL ($209.32) Holding Chart

Paul R. Ried Financial Group, LLC AAPL ($209.32) 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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