Number of Shares
48,606.00
Current Holdings Value*
$9.97 Mil
% of Portfolio
3.39%
Total Estimate Gain
$2.01 Mil
% of Total Estimate Gain
16.36%

CENTRAL VALLEY ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-06-30, CENTRAL VALLEY ADVISORS, LLC held 48,606.00 shares of Apple Inc(AAPL), totaling $9.97 Mil. This investment constitutes 3.39% of their stock portfolio, and CENTRAL VALLEY ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then CENTRAL VALLEY ADVISORS, LLC has made 3 purchases of AAPL, at an average price of $185.41, for a total of 66,238.00 shares. In addition, there have been 3 sales at an average price of $220.07 for 17,632.00 shares. Based on historical transaction data and AAPL's current price of $214.17, CENTRAL VALLEY ADVISORS, LLC's estimated gain on his AAPL holdings is $2.01 Mil, reflecting a 16.36% gain to date.

CENTRAL VALLEY ADVISORS, LLC AAPL ($214.17) Holding Chart

CENTRAL VALLEY ADVISORS, LLC AAPL ($214.17) 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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