SWEENEY & MICHEL, LLC AAPL Holdings History
Number of Shares
71,320.00
Current Holdings Value*
$12.30 Mil
% of Portfolio
5.38%
Total Estimate Gain
$4.74 Mil
% of Total Estimate Gain
42.43%
SWEENEY & MICHEL, LLC's Apple Inc Holding Summary
As of 2025-03-31, SWEENEY & MICHEL, LLC held 71,320.00 shares of Apple Inc(AAPL), totaling $12.30 Mil. This investment constitutes 5.38% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q1. In addition, there have been 6 sales at an average price of $193.95 for 4,334.00 shares. Based on historical transaction data and AAPL's current price of $211.14, SWEENEY & MICHEL, LLC's estimated gain on his AAPL holdings is $4.74 Mil, reflecting a 42.43% gain to date.
SWEENEY & MICHEL, LLC AAPL ($211.14) Holding Chart
SWEENEY & MICHEL, LLC AAPL ($211.14) 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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