Number of Shares
2,628.00
Current Holdings Value*
$539,190.00
% of Portfolio
0.23%
Total Estimate Gain
$61,395.86
% of Total Estimate Gain
7.73%

Avalon Advisory Group's Apple Inc Holding Summary

As of 2025-06-30, Avalon Advisory Group held 2,628.00 shares of Apple Inc(AAPL), totaling $539,190.00. This investment constitutes 0.23% of their stock portfolio, and Avalon Advisory Group now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q2. And since then Avalon Advisory Group has made 4 purchases of AAPL, at an average price of $169.96, for a total of 4,671.00 shares. In addition, there have been 2 sales at an average price of $146.98 for 2,043.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Avalon Advisory Group's estimated gain on his AAPL holdings is $61,395.86, reflecting a 7.73% gain to date.

Avalon Advisory Group AAPL ($211.18) Holding Chart

Avalon Advisory Group AAPL ($211.18) 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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