Number of Shares
165,160.00
Current Holdings Value*
$32.73 Mil
% of Portfolio
6.49%
Total Estimate Gain
$22.59 Mil
% of Total Estimate Gain
65.68%

Affinity Capital Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Affinity Capital Advisors, LLC held 165,160.00 shares of Apple Inc(AAPL), totaling $32.73 Mil. This investment constitutes 6.49% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Affinity Capital Advisors, LLC has made 3 purchases of AAPL, at an average price of $110.54, for a total of 311,134.00 shares. In addition, there have been 18 sales at an average price of $162.28 for 145,974.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Affinity Capital Advisors, LLC's estimated gain on his AAPL holdings is $22.59 Mil, reflecting a 65.68% gain to date.

Affinity Capital Advisors, LLC AAPL ($201.56) Holding Chart

Affinity Capital Advisors, LLC AAPL ($201.56) 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 %

Top Ranked Articles

  • 1