Apella Capital, LLC AAPL Holdings History
Apella Capital, LLC's Apple Inc Holding Summary
As of 2025-06-30, Apella Capital, LLC held 184,366.00 shares of Apple Inc(AAPL), totaling $38.71 Mil. This investment constitutes 1.05% of their stock portfolio, and Apella Capital, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then Apella Capital, LLC has made 15 purchases of AAPL, at an average price of $159.06, for a total of 256,529.00 shares. In addition, there have been 5 sales at an average price of $152.48 for 72,163.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Apella Capital, LLC's estimated gain on his AAPL holdings is $9.61 Mil, reflecting a 23.56% gain to date.
Apella Capital, LLC AAPL ($213.76) Holding Chart
Apella Capital, LLC AAPL ($213.76) 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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