Number of Shares
8,658.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
1.1%
Total Estimate Gain
$2.69 Mil
% of Total Estimate Gain
38.58%

Bluesphere Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Bluesphere Advisors, LLC held 8,658.00 shares of Apple Inc(AAPL), totaling $1.92 Mil. This investment constitutes 1.1% of their stock portfolio, and Bluesphere Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Bluesphere Advisors, LLC has made 8 purchases of AAPL, at an average price of $128.60, for a total of 54,131.00 shares. In addition, there have been 10 sales at an average price of $171.96 for 45,473.00 shares. Based on historical transaction data and AAPL's current price of $211.02, Bluesphere Advisors, LLC's estimated gain on his AAPL holdings is $2.69 Mil, reflecting a 38.58% gain to date.

Bluesphere Advisors, LLC AAPL ($211.02) Holding Chart

Bluesphere Advisors, LLC AAPL ($211.02) 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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