Stonebridge Financial Group, LLC AAPL Holdings History
Number of Shares
137,988.00
Current Holdings Value*
$30.65 Mil
% of Portfolio
3.26%
Total Estimate Gain
$-3.40 Mil
% of Total Estimate Gain
-10.44%
Stonebridge Financial Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Stonebridge Financial Group, LLC held 137,988.00 shares of Apple Inc(AAPL), totaling $30.65 Mil. This investment constitutes 3.26% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then Stonebridge Financial Group, LLC has made 1 purchases of AAPL, at an average price of $235.80, for a total of 137,988.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Stonebridge Financial Group, LLC's estimated gain on his AAPL holdings is $-3.40 Mil, reflecting a -10.44% gain to date.
Stonebridge Financial Group, LLC AAPL ($211.18) Holding Chart
Stonebridge Financial Group, 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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