Number of Shares
6,248.00
Current Holdings Value*
$1.39 Mil
% of Portfolio
1.03%
Total Estimate Gain
$392,759.68
% of Total Estimate Gain
11.77%

Slocum, Gordon & Co LLP's Apple Inc Holding Summary

As of 2025-03-31, Slocum, Gordon & Co LLP held 6,248.00 shares of Apple Inc(AAPL), totaling $1.39 Mil. This investment constitutes 1.03% of their stock portfolio, and Slocum, Gordon & Co LLP now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then Slocum, Gordon & Co LLP has made 3 purchases of AAPL, at an average price of $177.84, for a total of 18,772.00 shares. In addition, there have been 5 sales at an average price of $192.57 for 12,524.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Slocum, Gordon & Co LLP's estimated gain on his AAPL holdings is $392,759.68, reflecting a 11.77% gain to date.

Slocum, Gordon & Co LLP AAPL ($211.16) Holding Chart

Slocum, Gordon & Co LLP AAPL ($211.16) 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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