Symphony Financial, Ltd. Co. AAPL Holdings History
Symphony Financial, Ltd. Co.'s Apple Inc Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 28,983.00 shares of Apple Inc(AAPL), totaling $5.69 Mil. This investment constitutes 3.37% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then Symphony Financial, Ltd. Co. has made 10 purchases of AAPL, at an average price of $145.62, for a total of 226,894.00 shares. In addition, there have been 10 sales at an average price of $179.43 for 197,911.00 shares. Based on historical transaction data and AAPL's current price of $210.16, Symphony Financial, Ltd. Co.'s estimated gain on his AAPL holdings is $8.56 Mil, reflecting a 25.91% gain to date.
Symphony Financial, Ltd. Co. AAPL ($210.16) Holding Chart
Symphony Financial, Ltd. Co. AAPL ($210.16) 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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