SBK Financial, Inc. AAPL Holdings History

Number of Shares
39,764.00
Current Holdings Value*
$5.17 Mil
% of Portfolio
8.19%
Total Estimate Gain
$2.09 Mil
% of Total Estimate Gain
32.97%

SBK Financial, Inc.'s Apple Inc Holding Summary

As of 2022-12-31, SBK Financial, Inc. held 39,764.00 shares of Apple Inc(AAPL), totaling $5.17 Mil. This investment constitutes 8.19% of their stock portfolio, and SBK Financial, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then SBK Financial, Inc. has made 1 purchases of AAPL, at an average price of $158.61, for a total of 40,016.00 shares. In addition, there have been 1 sales at an average price of $168.23 for 252.00 shares. Based on historical transaction data and AAPL's current price of $211.18, SBK Financial, Inc.'s estimated gain on his AAPL holdings is $2.09 Mil, reflecting a 32.97% gain to date.

SBK Financial, Inc. AAPL ($211.18) Holding Chart

SBK Financial, 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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