Number of Shares
59,672.00
Current Holdings Value*
$5.44 Mil
% of Portfolio
3.26%
Total Estimate Gain
$12.88 Mil
% of Total Estimate Gain
94.26%

Squar Milner Financial Services LLC's Apple Inc Holding Summary

As of 2020-06-30, Squar Milner Financial Services LLC held 59,672.00 shares of Apple Inc(AAPL), totaling $5.44 Mil. This investment constitutes 3.26% of their stock portfolio, and Squar Milner Financial Services LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Squar Milner Financial Services LLC has made 3 purchases of AAPL, at an average price of $49.57, for a total of 275,672.00 shares. In addition, there have been 6 sales at an average price of $67.34 for 216,000.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Squar Milner Financial Services LLC's estimated gain on his AAPL holdings is $12.88 Mil, reflecting a 94.26% gain to date.

Squar Milner Financial Services LLC AAPL ($201.08) Holding Chart

Squar Milner Financial Services LLC AAPL ($201.08) 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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