Number of Shares
99,620.00
Current Holdings Value*
$20.44 Mil
% of Portfolio
1.66%
Total Estimate Gain
$2.72 Mil
% of Total Estimate Gain
8.57%

SILVER OAK SECURITIES, INCORPORATED's Apple Inc Holding Summary

As of 2025-06-30, SILVER OAK SECURITIES, INCORPORATED held 99,620.00 shares of Apple Inc(AAPL), totaling $20.44 Mil. This investment constitutes 1.66% of their stock portfolio, and SILVER OAK SECURITIES, INCORPORATED now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then SILVER OAK SECURITIES, INCORPORATED has made 8 purchases of AAPL, at an average price of $178.94, for a total of 177,299.00 shares. In addition, there have been 6 sales at an average price of $172.61 for 77,679.00 shares. Based on historical transaction data and AAPL's current price of $211.18, SILVER OAK SECURITIES, INCORPORATED's estimated gain on his AAPL holdings is $2.72 Mil, reflecting a 8.57% gain to date.

SILVER OAK SECURITIES, INCORPORATED AAPL ($211.18) Holding Chart

SILVER OAK SECURITIES, INCORPORATED 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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