Number of Shares
366,370.00
Current Holdings Value*
$81.38 Mil
% of Portfolio
10.19%
Total Estimate Gain
$25.66 Mil
% of Total Estimate Gain
45.37%

Talbot Financial, LLC's Apple Inc Holding Summary

As of 2025-03-31, Talbot Financial, LLC held 366,370.00 shares of Apple Inc(AAPL), totaling $81.38 Mil. This investment constitutes 10.19% of their stock portfolio, and Talbot Financial, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Talbot Financial, LLC has made 3 purchases of AAPL, at an average price of $144.98, for a total of 390,097.00 shares. In addition, there have been 6 sales at an average price of $204.29 for 23,727.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Talbot Financial, LLC's estimated gain on his AAPL holdings is $25.66 Mil, reflecting a 45.37% gain to date.

Talbot Financial, LLC AAPL ($211.18) Holding Chart

Talbot Financial, LLC 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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