Plotkin Financial Advisors, LLC AAPL Holdings History
Plotkin Financial Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Plotkin Financial Advisors, LLC held 28,568.00 shares of Apple Inc(AAPL), totaling $6.35 Mil. This investment constitutes 3.9% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Plotkin Financial Advisors, LLC has made 8 purchases of AAPL, at an average price of $77.67, for a total of 41,338.00 shares. In addition, there have been 12 sales at an average price of $155.92 for 12,770.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Plotkin Financial Advisors, LLC's estimated gain on his AAPL holdings is $4.88 Mil, reflecting a 152.02% gain to date.
Plotkin Financial Advisors, LLC AAPL ($213.55) Holding Chart
Plotkin 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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