Number of Shares
37,953.00
Current Holdings Value*
$8.43 Mil
% of Portfolio
5.06%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
22.41%

Resurgent Financial Advisors LLC's Apple Inc Holding Summary

As of 2025-03-31, Resurgent Financial Advisors LLC held 37,953.00 shares of Apple Inc(AAPL), totaling $8.43 Mil. This investment constitutes 5.06% of their stock portfolio, and Resurgent Financial Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Resurgent Financial Advisors LLC has made 2 purchases of AAPL, at an average price of $159.12, for a total of 58,071.00 shares. In addition, there have been 10 sales at an average price of $159.38 for 20,118.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Resurgent Financial Advisors LLC's estimated gain on his AAPL holdings is $2.07 Mil, reflecting a 22.41% gain to date.

Resurgent Financial Advisors LLC AAPL ($213.55) Holding Chart

Resurgent 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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