Number of Shares
32,155.00
Current Holdings Value*
$6.60 Mil
% of Portfolio
4.03%
Total Estimate Gain
$1.69 Mil
% of Total Estimate Gain
27.99%

TILIA FIDUCIARY PARTNERS, INC.'s Apple Inc Holding Summary

As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 32,155.00 shares of Apple Inc(AAPL), totaling $6.60 Mil. This investment constitutes 4.03% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 8 purchases of AAPL, at an average price of $163.78, for a total of 36,827.00 shares. In addition, there have been 6 sales at an average price of $189.98 for 4,672.00 shares. Based on historical transaction data and AAPL's current price of $212.48, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his AAPL holdings is $1.69 Mil, reflecting a 27.99% gain to date.

TILIA FIDUCIARY PARTNERS, INC. AAPL ($212.48) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. AAPL ($212.48) 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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