Alta Wealth Advisors LLC AAPL Holdings History
Alta Wealth Advisors LLC's Apple Inc Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 34,794.00 shares of Apple Inc(AAPL), totaling $7.73 Mil. This investment constitutes 3.55% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 11 purchases of AAPL, at an average price of $154.51, for a total of 38,881.00 shares. In addition, there have been 6 sales at an average price of $220.08 for 4,087.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Alta Wealth Advisors LLC's estimated gain on his AAPL holdings is $2.24 Mil, reflecting a 37.27% gain to date.
Alta Wealth Advisors LLC AAPL ($211.16) Holding Chart
Alta Wealth Advisors LLC AAPL ($211.16) 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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