Number of Shares
47,398.00
Current Holdings Value*
$6.83 Mil
% of Portfolio
1.88%
Total Estimate Gain
$-280,562.58
% of Total Estimate Gain
-1.31%

Retirement Solution LLC's Apple Inc Holding Summary

As of 2025-03-31, Retirement Solution LLC held 47,398.00 shares of Apple Inc(AAPL), totaling $6.83 Mil. This investment constitutes 1.88% of their stock portfolio, and Retirement Solution LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Retirement Solution LLC has made 5 purchases of AAPL, at an average price of $195.33, for a total of 109,311.00 shares. In addition, there have been 9 sales at an average price of $178.66 for 61,913.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Retirement Solution LLC's estimated gain on his AAPL holdings is $-280,562.58, reflecting a -1.31% gain to date.

Retirement Solution LLC AAPL ($211.18) Holding Chart

Retirement Solution LLC 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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