Synergy Financial Group Scores Big with Apple Inc Stake

Synergy Financial Group, LTD has been investing in Apple Inc (AAPL) for several years. The company first acquired shares of AAPL in Q4 of 2021. Since then, they have made a total of 7 purchases at an average price of $166.54, buying a total of 32,681 shares. On the other hand, there were 11 sales at an average price of $179.45 for 9,708 shares.

As of June 30th, 2026, Synergy Financial Group, LTD held 22,973 shares of AAPL, totaling a value of $6.65 million. This investment accounts for 4.78% of their stock portfolio. The company's estimated gain on its AAPL holdings is $3.93 million, reflecting a 72.25% gain to date.