Tepp RIA, LLC AAPL Holdings History
Number of Shares
5,487.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
1.45%
Total Estimate Gain
$-156,390.43
% of Total Estimate Gain
-10.46%
Tepp RIA, LLC's Apple Inc Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 5,487.00 shares of Apple Inc(AAPL), totaling $1.13 Mil. This investment constitutes 1.45% of their stock portfolio, and Tepp RIA, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $218.47 for 851.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Tepp RIA, LLC's estimated gain on his AAPL holdings is $-156,390.43, reflecting a -10.46% gain to date.
Tepp RIA, LLC AAPL ($210.02) Holding Chart
Tepp RIA, LLC AAPL ($210.02) 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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