Number of Shares
70,510.00
Current Holdings Value*
$8.14 Mil
% of Portfolio
1.98%
Total Estimate Gain
$6.37 Mil
% of Total Estimate Gain
108.03%

Altrius Capital Management Inc's Siemens AG Holding Summary

As of 2025-03-31, Altrius Capital Management Inc held 70,510.00 shares of Siemens AG(SIEGY), totaling $8.14 Mil. This investment constitutes 1.98% of their stock portfolio, and Altrius Capital Management Inc now holds 0% of the outstanding Siemens AG(SIEGY) stock.

The initial trade took place in 2022Q2. And since then Altrius Capital Management Inc has made 2 purchases of SIEGY, at an average price of $58.06, for a total of 101,628.00 shares. In addition, there have been 9 sales at an average price of $97.70 for 31,118.00 shares. Based on historical transaction data and SIEGY's current price of $130.97, Altrius Capital Management Inc's estimated gain on his SIEGY holdings is $6.37 Mil, reflecting a 108.03% gain to date.

Altrius Capital Management Inc SIEGY ($130.97) Holding Chart

Altrius Capital Management Inc SIEGY ($130.97) 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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