Safe Harbor Fiduciary, LLC AAPL Holdings History
Safe Harbor Fiduciary, LLC's Apple Inc Holding Summary
As of 2025-03-31, Safe Harbor Fiduciary, LLC held 21,424.00 shares of Apple Inc(AAPL), totaling $4.76 Mil. This investment constitutes 4.92% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. And since then Safe Harbor Fiduciary, LLC has made 2 purchases of AAPL, at an average price of $223.36, for a total of 21,424.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Safe Harbor Fiduciary, LLC's estimated gain on his AAPL holdings is $-261,030.04, reflecting a -5.45% gain to date.
Safe Harbor Fiduciary, LLC AAPL ($211.18) Holding Chart
Safe Harbor Fiduciary, LLC 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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