Number of Shares
47,128.00
Current Holdings Value*
$10.47 Mil
% of Portfolio
2.46%
Total Estimate Gain
$5.60 Mil
% of Total Estimate Gain
106.09%

Pettinga Financial Advisors LLC's Apple Inc Holding Summary

As of 2025-03-31, Pettinga Financial Advisors LLC held 47,128.00 shares of Apple Inc(AAPL), totaling $10.47 Mil. This investment constitutes 2.46% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Pettinga Financial Advisors LLC has made 11 purchases of AAPL, at an average price of $97.50, for a total of 54,091.00 shares. In addition, there have been 14 sales at an average price of $115.58 for 6,963.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Pettinga Financial Advisors LLC's estimated gain on his AAPL holdings is $5.60 Mil, reflecting a 106.09% gain to date.

Pettinga Financial Advisors LLC AAPL ($213.55) Holding Chart

Pettinga Financial Advisors LLC AAPL ($213.55) 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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