Peterson Financial Group, Inc. AAPL Holdings History
Peterson Financial Group, Inc.'s Apple Inc Holding Summary
As of 2024-09-30, Peterson Financial Group, Inc. held 2,834.00 shares of Apple Inc(AAPL), totaling $660,250.00. This investment constitutes 2.54% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Peterson Financial Group, Inc. has made 7 purchases of AAPL, at an average price of $158.48, for a total of 58,378.00 shares. In addition, there have been 4 sales at an average price of $146.13 for 55,544.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Peterson Financial Group, Inc.'s estimated gain on his AAPL holdings is $-536,603.54, reflecting a -5.80% gain to date.
Peterson Financial Group, Inc. AAPL ($211.18) Holding Chart
Peterson Financial Group, 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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