Alpha Family Trust AAPL Holdings History

Number of Shares
64,310.00
Current Holdings Value*
$14.29 Mil
% of Portfolio
8.34%
Total Estimate Gain
$3.32 Mil
% of Total Estimate Gain
24.81%

Alpha Family Trust's Apple Inc Holding Summary

As of 2025-03-31, Alpha Family Trust held 64,310.00 shares of Apple Inc(AAPL), totaling $14.29 Mil. This investment constitutes 8.34% of their stock portfolio, and Alpha Family Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q1. And since then Alpha Family Trust has made 4 purchases of AAPL, at an average price of $159.52, for a total of 83,970.00 shares. In addition, there have been 6 sales at an average price of $159.61 for 19,660.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Alpha Family Trust's estimated gain on his AAPL holdings is $3.32 Mil, reflecting a 24.81% gain to date.

Alpha Family Trust AAPL ($211.18) Holding Chart

Alpha Family Trust AAPL ($211.18) 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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