Number of Shares
95,986.00
Current Holdings Value*
$21.32 Mil
% of Portfolio
2.99%
Total Estimate Gain
$8.64 Mil
% of Total Estimate Gain
36.27%

Atlas Private Wealth Advisors's Apple Inc Holding Summary

As of 2025-03-31, Atlas Private Wealth Advisors held 95,986.00 shares of Apple Inc(AAPL), totaling $21.32 Mil. This investment constitutes 2.99% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q2. And since then Atlas Private Wealth Advisors has made 8 purchases of AAPL, at an average price of $143.83, for a total of 165,653.00 shares. In addition, there have been 11 sales at an average price of $175.12 for 69,667.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Atlas Private Wealth Advisors's estimated gain on his AAPL holdings is $8.64 Mil, reflecting a 36.27% gain to date.

Atlas Private Wealth Advisors AAPL ($211.16) Holding Chart

Atlas Private Wealth Advisors 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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