Apriem Advisors AAPL Holdings History

Number of Shares
234,980.00
Current Holdings Value*
$52.20 Mil
% of Portfolio
6.12%
Total Estimate Gain
$53.97 Mil
% of Total Estimate Gain
342.17%

Apriem Advisors's Apple Inc Holding Summary

As of 2025-03-31, Apriem Advisors held 234,980.00 shares of Apple Inc(AAPL), totaling $52.20 Mil. This investment constitutes 6.12% of their stock portfolio, and Apriem Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Apriem Advisors has made 11 purchases of AAPL, at an average price of $31.58, for a total of 499,512.00 shares. In addition, there have been 25 sales at an average price of $73.96 for 264,532.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Apriem Advisors's estimated gain on his AAPL holdings is $53.97 Mil, reflecting a 342.17% gain to date.

Apriem Advisors AAPL ($213.55) Holding Chart

Apriem Advisors AAPL ($213.55) 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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