Berman Capital Advisors, LLC AAPL Holdings History
Berman Capital Advisors, LLC's Apple Inc Holding Summary
As of 2021-09-30, Berman Capital Advisors, LLC held 103,480.00 shares of Apple Inc(AAPL), totaling $14.64 Mil. This investment constitutes 2.3% of their stock portfolio, and Berman Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Berman Capital Advisors, LLC has made 7 purchases of AAPL, at an average price of $76.39, for a total of 153,280.00 shares. In addition, there have been 6 sales at an average price of $76.47 for 49,800.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Berman Capital Advisors, LLC's estimated gain on his AAPL holdings is $14.29 Mil, reflecting a 122.01% gain to date.
Berman Capital Advisors, LLC AAPL ($214.40) Holding Chart
Berman Capital Advisors, LLC AAPL ($214.40) 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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