Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$321,615.10
% of Total Estimate Gain
2.92%

Swisher Financial Concepts, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Swisher Financial Concepts, Inc. held - shares of Apple Inc(AAPL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Swisher Financial Concepts, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Swisher Financial Concepts, Inc. has made 2 purchases of AAPL, at an average price of $203.95, for a total of 53,926.00 shares. In addition, there have been 3 sales at an average price of $209.92 for 53,926.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Swisher Financial Concepts, Inc.'s estimated gain on his AAPL holdings is $321,615.10, reflecting a 2.92% gain to date.

Swisher Financial Concepts, Inc. AAPL ($209.95) Holding Chart

Swisher Financial Concepts, Inc. AAPL ($209.95) 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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