Number of Shares
20,330.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
5.5%
Total Estimate Gain
$405,061.90
% of Total Estimate Gain
9.92%

Red Mountain Financial, LLC's Apple Inc Holding Summary

As of 2025-03-31, Red Mountain Financial, LLC held 20,330.00 shares of Apple Inc(AAPL), totaling $4.52 Mil. This investment constitutes 5.5% of their stock portfolio, and Red Mountain Financial, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 1 purchases of AAPL, at an average price of $185.29, for a total of 22,034.00 shares. In addition, there have been 3 sales at an average price of $228.90 for 1,704.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Red Mountain Financial, LLC's estimated gain on his AAPL holdings is $405,061.90, reflecting a 9.92% gain to date.

Red Mountain Financial, LLC AAPL ($201.56) Holding Chart

Red Mountain Financial, LLC AAPL ($201.56) 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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