Number of Shares
47,585.00
Current Holdings Value*
$10.57 Mil
% of Portfolio
1.62%
Total Estimate Gain
$5.31 Mil
% of Total Estimate Gain
75.23%

TFC Financial Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, TFC Financial Management, Inc. held 47,585.00 shares of Apple Inc(AAPL), totaling $10.57 Mil. This investment constitutes 1.62% of their stock portfolio, and TFC Financial Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q3. And since then TFC Financial Management, Inc. has made 9 purchases of AAPL, at an average price of $118.50, for a total of 59,574.00 shares. In addition, there have been 8 sales at an average price of $193.63 for 11,989.00 shares. Based on historical transaction data and AAPL's current price of $211.18, TFC Financial Management, Inc.'s estimated gain on his AAPL holdings is $5.31 Mil, reflecting a 75.23% gain to date.

TFC Financial Management, Inc. AAPL ($211.18) Holding Chart

TFC Financial Management, Inc. 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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