TRIAD FINANCIAL ADVISORS, INC. AAPL Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Apple Inc Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 52,092.00 shares of Apple Inc(AAPL), totaling $8.92 Mil. This investment constitutes 3.2% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then TRIAD FINANCIAL ADVISORS, INC. has made 3 purchases of AAPL, at an average price of $159.02, for a total of 64,741.00 shares. In addition, there have been 4 sales at an average price of $164.91 for 12,649.00 shares. Based on historical transaction data and AAPL's current price of $209.11, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his AAPL holdings is $2.68 Mil, reflecting a 26.07% gain to date.
TRIAD FINANCIAL ADVISORS, INC. AAPL ($209.11) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. AAPL ($209.11) 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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