Number of Shares
5,185.00
Current Holdings Value*
$1.15 Mil
% of Portfolio
22.41%
Total Estimate Gain
$-127,356.81
% of Total Estimate Gain
-10.42%

Spurstone Advisory Services, LLC's Apple Inc Holding Summary

As of 2025-03-31, Spurstone Advisory Services, LLC held 5,185.00 shares of Apple Inc(AAPL), totaling $1.15 Mil. This investment constitutes 22.41% of their stock portfolio, and Spurstone Advisory Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Spurstone Advisory Services, LLC has made 1 purchases of AAPL, at an average price of $235.74, for a total of 5,185.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Spurstone Advisory Services, LLC's estimated gain on his AAPL holdings is $-127,356.81, reflecting a -10.42% gain to date.

Spurstone Advisory Services, LLC AAPL ($211.18) Holding Chart

Spurstone Advisory Services, 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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