Number of Shares
56,989.00
Current Holdings Value*
$12.66 Mil
% of Portfolio
6.3%
Total Estimate Gain
$3.77 Mil
% of Total Estimate Gain
36.22%

Prosperity Financial Group, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Prosperity Financial Group, Inc. held 56,989.00 shares of Apple Inc(AAPL), totaling $12.66 Mil. This investment constitutes 6.3% of their stock portfolio, and Prosperity Financial Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Prosperity Financial Group, Inc. has made 4 purchases of AAPL, at an average price of $148.64, for a total of 70,073.00 shares. In addition, there have been 5 sales at an average price of $164.62 for 13,084.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Prosperity Financial Group, Inc.'s estimated gain on his AAPL holdings is $3.77 Mil, reflecting a 36.22% gain to date.

Prosperity Financial Group, Inc. AAPL ($211.18) Holding Chart

Prosperity 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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