Number of Shares
76,257.00
Current Holdings Value*
$16.94 Mil
% of Portfolio
2.14%
Total Estimate Gain
$10.00 Mil
% of Total Estimate Gain
34.34%

ATLAS CAPITAL ADVISORS INC.'s Apple Inc Holding Summary

As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 76,257.00 shares of Apple Inc(AAPL), totaling $16.94 Mil. This investment constitutes 2.14% of their stock portfolio, and ATLAS CAPITAL ADVISORS INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then ATLAS CAPITAL ADVISORS INC. has made 11 purchases of AAPL, at an average price of $120.16, for a total of 242,275.00 shares. In addition, there have been 16 sales at an average price of $142.78 for 166,018.00 shares. Based on historical transaction data and AAPL's current price of $202.03, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his AAPL holdings is $10.00 Mil, reflecting a 34.34% gain to date.

ATLAS CAPITAL ADVISORS INC. AAPL ($202.03) Holding Chart

ATLAS CAPITAL ADVISORS INC. AAPL ($202.03) 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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