SWP FINANCIAL LLC AAPL Holdings History
SWP FINANCIAL LLC's Apple Inc Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 41,199.00 shares of Apple Inc(AAPL), totaling $9.15 Mil. This investment constitutes 5.59% of their stock portfolio, and SWP FINANCIAL LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then SWP FINANCIAL LLC has made 2 purchases of AAPL, at an average price of $184.19, for a total of 42,785.00 shares. In addition, there have been 3 sales at an average price of $215.23 for 1,586.00 shares. Based on historical transaction data and AAPL's current price of $201.08, SWP FINANCIAL LLC's estimated gain on his AAPL holdings is $745,117.80, reflecting a 9.46% gain to date.
SWP FINANCIAL LLC AAPL ($201.08) Holding Chart
SWP FINANCIAL LLC AAPL ($201.08) 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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