Avalon Trust Co AAPL Holdings History

Number of Shares
447,882.00
Current Holdings Value*
$99.49 Mil
% of Portfolio
7.91%
Total Estimate Gain
$28.18 Mil
% of Total Estimate Gain
39.08%

Avalon Trust Co's Apple Inc Holding Summary

As of 2025-03-31, Avalon Trust Co held 447,882.00 shares of Apple Inc(AAPL), totaling $99.49 Mil. This investment constitutes 7.91% of their stock portfolio, and Avalon Trust Co now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then Avalon Trust Co has made 3 purchases of AAPL, at an average price of $150.65, for a total of 478,648.00 shares. In addition, there have been 5 sales at an average price of $214.15 for 30,766.00 shares. Based on historical transaction data and AAPL's current price of $209.21, Avalon Trust Co's estimated gain on his AAPL holdings is $28.18 Mil, reflecting a 39.08% gain to date.

Avalon Trust Co AAPL ($209.21) Holding Chart

Avalon Trust Co AAPL ($209.21) 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