Number of Shares
61,548.00
Current Holdings Value*
$13.67 Mil
% of Portfolio
3.97%
Total Estimate Gain
$16.10 Mil
% of Total Estimate Gain
87.21%

AVALON CAPITAL MANAGEMENT's Apple Inc Holding Summary

As of 2025-03-31, AVALON CAPITAL MANAGEMENT held 61,548.00 shares of Apple Inc(AAPL), totaling $13.67 Mil. This investment constitutes 3.97% of their stock portfolio, and AVALON CAPITAL MANAGEMENT now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then AVALON CAPITAL MANAGEMENT has made 12 purchases of AAPL, at an average price of $31.84, for a total of 579,594.00 shares. In addition, there have been 23 sales at an average price of $42.81 for 518,046.00 shares. Based on historical transaction data and AAPL's current price of $201.08, AVALON CAPITAL MANAGEMENT's estimated gain on his AAPL holdings is $16.10 Mil, reflecting a 87.21% gain to date.

AVALON CAPITAL MANAGEMENT AAPL ($201.08) Holding Chart

AVALON CAPITAL MANAGEMENT AAPL ($201.08) 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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