Number of Shares
677,724.00
Current Holdings Value*
$111.76 Mil
% of Portfolio
3.06%
Total Estimate Gain
$319.85 Mil
% of Total Estimate Gain
152.75%

Avalon Investment & Advisory's Apple Inc Holding Summary

As of 2023-03-31, Avalon Investment & Advisory held 677,724.00 shares of Apple Inc(AAPL), totaling $111.76 Mil. This investment constitutes 3.06% of their stock portfolio, and Avalon Investment & Advisory now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q3. And since then Avalon Investment & Advisory has made 16 purchases of AAPL, at an average price of $39.76, for a total of 5.27 Mil shares. In addition, there have been 22 sales at an average price of $84.16 for 4.59 Mil shares. Based on historical transaction data and AAPL's current price of $211.16, Avalon Investment & Advisory's estimated gain on his AAPL holdings is $319.85 Mil, reflecting a 152.75% gain to date.

Avalon Investment & Advisory AAPL ($211.16) Holding Chart

Avalon Investment & Advisory 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 %

Top Ranked Articles

  • 1