Number of Shares
97,940.00
Current Holdings Value*
$20.09 Mil
% of Portfolio
6.68%
Total Estimate Gain
$35.30 Mil
% of Total Estimate Gain
157.27%

Vishria Bird Financial Group, LLC's Apple Inc Holding Summary

As of 2025-06-30, Vishria Bird Financial Group, LLC held 97,940.00 shares of Apple Inc(AAPL), totaling $20.09 Mil. This investment constitutes 6.68% of their stock portfolio, and Vishria Bird Financial Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Vishria Bird Financial Group, LLC has made 11 purchases of AAPL, at an average price of $55.52, for a total of 404,257.00 shares. In addition, there have been 17 sales at an average price of $121.00 for 306,317.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Vishria Bird Financial Group, LLC's estimated gain on his AAPL holdings is $35.30 Mil, reflecting a 157.27% gain to date.

Vishria Bird Financial Group, LLC AAPL ($211.18) Holding Chart

Vishria Bird Financial Group, 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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