Number of Shares
66,268.00
Current Holdings Value*
$13.96 Mil
% of Portfolio
10.2%
Total Estimate Gain
$14.84 Mil
% of Total Estimate Gain
184.60%

Spotlight Asset Group, Inc.'s Apple Inc Holding Summary

As of 2024-06-30, Spotlight Asset Group, Inc. held 66,268.00 shares of Apple Inc(AAPL), totaling $13.96 Mil. This investment constitutes 10.2% of their stock portfolio, and Spotlight Asset Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Spotlight Asset Group, Inc. has made 5 purchases of AAPL, at an average price of $66.64, for a total of 120,613.00 shares. In addition, there have been 5 sales at an average price of $161.64 for 54,345.00 shares. Based on historical transaction data and AAPL's current price of $212.63, Spotlight Asset Group, Inc.'s estimated gain on his AAPL holdings is $14.84 Mil, reflecting a 184.60% gain to date.

Spotlight Asset Group, Inc. AAPL ($212.63) Holding Chart

Spotlight Asset Group, Inc. AAPL ($212.63) 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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