Number of Shares
31,850.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
4.62%
Total Estimate Gain
$483,715.64
% of Total Estimate Gain
7.68%

Symphony Financial Services, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Symphony Financial Services, Inc. held 31,850.00 shares of Apple Inc(AAPL), totaling $7.07 Mil. This investment constitutes 4.62% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q2. And since then Symphony Financial Services, Inc. has made 2 purchases of AAPL, at an average price of $188.30, for a total of 33,462.00 shares. In addition, there have been 1 sales at an average price of $235.83 for 1,612.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Symphony Financial Services, Inc.'s estimated gain on his AAPL holdings is $483,715.64, reflecting a 7.68% gain to date.

Symphony Financial Services, Inc. AAPL ($201.08) Holding Chart

Symphony Financial Services, Inc. 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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