SGL Investment Advisors, Inc. AAPL Holdings History
Number of Shares
41,984.00
Current Holdings Value*
$8.29 Mil
% of Portfolio
4.34%
Total Estimate Gain
$-407,357.48
% of Total Estimate Gain
-4.34%
SGL Investment Advisors, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, SGL Investment Advisors, Inc. held 41,984.00 shares of Apple Inc(AAPL), totaling $8.29 Mil. This investment constitutes 4.34% of their stock portfolio, and SGL Investment Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. And since then SGL Investment Advisors, Inc. has made 2 purchases of AAPL, at an average price of $223.61, for a total of 41,984.00 shares. Based on historical transaction data and AAPL's current price of $213.91, SGL Investment Advisors, Inc.'s estimated gain on his AAPL holdings is $-407,357.48, reflecting a -4.34% gain to date.
SGL Investment Advisors, Inc. AAPL ($213.91) Holding Chart
SGL Investment Advisors, Inc. AAPL ($213.91) 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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