Number of Shares
37,307.00
Current Holdings Value*
$7.63 Mil
% of Portfolio
2.6%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
22.73%

Astoria Portfolio Advisors LLC.'s Apple Inc Holding Summary

As of 2025-03-31, Astoria Portfolio Advisors LLC. held 37,307.00 shares of Apple Inc(AAPL), totaling $7.63 Mil. This investment constitutes 2.6% of their stock portfolio, and Astoria Portfolio Advisors LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Astoria Portfolio Advisors LLC. has made 9 purchases of AAPL, at an average price of $171.34, for a total of 39,910.00 shares. In addition, there have been 4 sales at an average price of $152.75 for 2,603.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Astoria Portfolio Advisors LLC.'s estimated gain on his AAPL holdings is $1.55 Mil, reflecting a 22.73% gain to date.

Astoria Portfolio Advisors LLC. AAPL ($214.29) Holding Chart

Astoria Portfolio Advisors LLC. AAPL ($214.29) 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 %

Top Ranked Articles

  • 1