Number of Shares
19,270.00
Current Holdings Value*
$4.28 Mil
% of Portfolio
2.98%
Total Estimate Gain
$483,902.74
% of Total Estimate Gain
13.29%

Taylor Financial Group, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Taylor Financial Group, Inc. held 19,270.00 shares of Apple Inc(AAPL), totaling $4.28 Mil. This investment constitutes 2.98% of their stock portfolio, and Taylor Financial Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Taylor Financial Group, Inc. has made 1 purchases of AAPL, at an average price of $186.00, for a total of 19,575.00 shares. In addition, there have been 1 sales at an average price of $181.83 for 305.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Taylor Financial Group, Inc.'s estimated gain on his AAPL holdings is $483,902.74, reflecting a 13.29% gain to date.

Taylor Financial Group, Inc. AAPL ($211.18) Holding Chart

Taylor Financial Group, 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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