Number of Shares
15,077.00
Current Holdings Value*
$3.35 Mil
% of Portfolio
4.4%
Total Estimate Gain
$444,513.88
% of Total Estimate Gain
15.80%

Valued Retirements, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Valued Retirements, Inc. held 15,077.00 shares of Apple Inc(AAPL), totaling $3.35 Mil. This investment constitutes 4.4% of their stock portfolio, and Valued Retirements, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Valued Retirements, Inc. has made 2 purchases of AAPL, at an average price of $185.25, for a total of 15,184.00 shares. In addition, there have been 2 sales at an average price of $232.29 for 107.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Valued Retirements, Inc.'s estimated gain on his AAPL holdings is $444,513.88, reflecting a 15.80% gain to date.

Valued Retirements, Inc. AAPL ($214.40) Holding Chart

Valued Retirements, Inc. AAPL ($214.40) 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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