Number of Shares
53,099.00
Current Holdings Value*
$11.79 Mil
% of Portfolio
6.54%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
14.98%

Prospect Financial Services LLC's Apple Inc Holding Summary

As of 2025-03-31, Prospect Financial Services LLC held 53,099.00 shares of Apple Inc(AAPL), totaling $11.79 Mil. This investment constitutes 6.54% of their stock portfolio, and Prospect Financial Services LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Prospect Financial Services LLC has made 3 purchases of AAPL, at an average price of $185.77, for a total of 54,524.00 shares. In addition, there have been 2 sales at an average price of $231.81 for 1,425.00 shares. Based on historical transaction data and AAPL's current price of $213.12, Prospect Financial Services LLC's estimated gain on his AAPL holdings is $1.52 Mil, reflecting a 14.98% gain to date.

Prospect Financial Services LLC AAPL ($213.12) Holding Chart

Prospect Financial Services LLC AAPL ($213.12) 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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