Strategic Financial Concepts, LLC AAPL Holdings History
Strategic Financial Concepts, LLC's Apple Inc Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 52,332.00 shares of Apple Inc(AAPL), totaling $11.62 Mil. This investment constitutes 2.18% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 3 purchases of AAPL, at an average price of $186.27, for a total of 7.67 Mil shares. In addition, there have been 5 sales at an average price of $223.13 for 7.61 Mil shares. Based on historical transaction data and AAPL's current price of $214.29, Strategic Financial Concepts, LLC's estimated gain on his AAPL holdings is $282.04 Mil, reflecting a 19.75% gain to date.
Strategic Financial Concepts, LLC AAPL ($214.29) Holding Chart
Strategic Financial Concepts, LLC AAPL ($214.29) 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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