Number of Shares
123,456.00
Current Holdings Value*
$26.02 Mil
% of Portfolio
5.12%
Total Estimate Gain
$26.22 Mil
% of Total Estimate Gain
246.47%

SevenBridge Financial Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, SevenBridge Financial Group, LLC held 123,456.00 shares of Apple Inc(AAPL), totaling $26.02 Mil. This investment constitutes 5.12% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then SevenBridge Financial Group, LLC has made 12 purchases of AAPL, at an average price of $49.66, for a total of 214,231.00 shares. In addition, there have been 16 sales at an average price of $122.30 for 90,775.00 shares. Based on historical transaction data and AAPL's current price of $208.62, SevenBridge Financial Group, LLC's estimated gain on his AAPL holdings is $26.22 Mil, reflecting a 246.47% gain to date.

SevenBridge Financial Group, LLC AAPL ($208.62) Holding Chart

SevenBridge Financial Group, LLC AAPL ($208.62) 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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