Number of Shares
203,838.00
Current Holdings Value*
$45.28 Mil
% of Portfolio
3.7%
Total Estimate Gain
$40.60 Mil
% of Total Estimate Gain
154.99%

Bristlecone Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Bristlecone Advisors, LLC held 203,838.00 shares of Apple Inc(AAPL), totaling $45.28 Mil. This investment constitutes 3.7% of their stock portfolio, and Bristlecone Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Bristlecone Advisors, LLC has made 9 purchases of AAPL, at an average price of $63.23, for a total of 414,310.00 shares. In addition, there have been 19 sales at an average price of $111.13 for 210,472.00 shares. Based on historical transaction data and AAPL's current price of $212.94, Bristlecone Advisors, LLC's estimated gain on his AAPL holdings is $40.60 Mil, reflecting a 154.99% gain to date.

Bristlecone Advisors, LLC AAPL ($212.94) Holding Chart

Bristlecone Advisors, LLC AAPL ($212.94) 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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