Number of Shares
42,710.00
Current Holdings Value*
$8.97 Mil
% of Portfolio
4.32%
Total Estimate Gain
$-388,660.64
% of Total Estimate Gain
-4.08%

SGL Investment Advisors, Inc.'s Apple Inc Holding Summary

As of 2025-06-30, SGL Investment Advisors, Inc. held 42,710.00 shares of Apple Inc(AAPL), totaling $8.97 Mil. This investment constitutes 4.32% 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 3 purchases of AAPL, at an average price of $223.25, for a total of 42,710.00 shares. Based on historical transaction data and AAPL's current price of $214.15, SGL Investment Advisors, Inc.'s estimated gain on his AAPL holdings is $-388,660.64, reflecting a -4.08% gain to date.

SGL Investment Advisors, Inc. AAPL ($214.15) Holding Chart

SGL Investment Advisors, Inc. AAPL ($214.15) 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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