Number of Shares
15,472.00
Current Holdings Value*
$3.44 Mil
% of Portfolio
2.8%
Total Estimate Gain
$39.38 Mil
% of Total Estimate Gain
140.43%

AFFINITY INVESTMENT ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-03-31, AFFINITY INVESTMENT ADVISORS, LLC held 15,472.00 shares of Apple Inc(AAPL), totaling $3.44 Mil. This investment constitutes 2.8% of their stock portfolio, and AFFINITY INVESTMENT ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q3. And since then AFFINITY INVESTMENT ADVISORS, LLC has made 8 purchases of AAPL, at an average price of $20.02, for a total of 1.40 Mil shares. In addition, there have been 38 sales at an average price of $46.32 for 1.39 Mil shares. Based on historical transaction data and AAPL's current price of $209.95, AFFINITY INVESTMENT ADVISORS, LLC's estimated gain on his AAPL holdings is $39.38 Mil, reflecting a 140.43% gain to date.

AFFINITY INVESTMENT ADVISORS, LLC AAPL ($209.95) Holding Chart

AFFINITY INVESTMENT ADVISORS, LLC AAPL ($209.95) 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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