Advisor OS, LLC AAPL Holdings History
Advisor OS, LLC's Apple Inc Holding Summary
As of 2025-03-31, Advisor OS, LLC held 153,305.00 shares of Apple Inc(AAPL), totaling $34.05 Mil. This investment constitutes 3.87% of their stock portfolio, and Advisor OS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q2. And since then Advisor OS, LLC has made 10 purchases of AAPL, at an average price of $163.56, for a total of 212,540.00 shares. In addition, there have been 9 sales at an average price of $167.08 for 59,235.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Advisor OS, LLC's estimated gain on his AAPL holdings is $5.96 Mil, reflecting a 17.15% gain to date.
Advisor OS, LLC AAPL ($201.08) Holding Chart
Advisor OS, LLC 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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