Safeguard Investment Advisory Group, LLC AAPL Holdings History
Safeguard Investment Advisory Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 42,143.00 shares of Apple Inc(AAPL), totaling $9.36 Mil. This investment constitutes 2.54% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 10 purchases of AAPL, at an average price of $142.07, for a total of 47,937.00 shares. In addition, there have been 6 sales at an average price of $192.03 for 5,794.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Safeguard Investment Advisory Group, LLC's estimated gain on his AAPL holdings is $3.34 Mil, reflecting a 49.00% gain to date.
Safeguard Investment Advisory Group, LLC AAPL ($214.40) Holding Chart
Safeguard Investment Advisory Group, LLC AAPL ($214.40) 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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