Synergy Financial Group, LTD AAPL Holdings History
Synergy Financial Group, LTD's Apple Inc Holding Summary
As of 2025-03-31, Synergy Financial Group, LTD held 21,208.00 shares of Apple Inc(AAPL), totaling $4.71 Mil. This investment constitutes 4.23% of their stock portfolio, and Synergy Financial Group, LTD now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Synergy Financial Group, LTD has made 4 purchases of AAPL, at an average price of $161.38, for a total of 30,325.00 shares. In addition, there have been 9 sales at an average price of $175.51 for 9,117.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Synergy Financial Group, LTD's estimated gain on his AAPL holdings is $1.18 Mil, reflecting a 24.21% gain to date.
Synergy Financial Group, LTD AAPL ($211.18) Holding Chart
Synergy Financial Group, LTD 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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