Number of Shares
34,213.00
Current Holdings Value*
$7.21 Mil
% of Portfolio
4.54%
Total Estimate Gain
$996,198.42
% of Total Estimate Gain
15.77%

CRITERION CAPITAL ADVISORS, LLC's Apple Inc Holding Summary

As of 2024-12-31, CRITERION CAPITAL ADVISORS, LLC held 34,213.00 shares of Apple Inc(AAPL), totaling $7.21 Mil. This investment constitutes 4.54% of their stock portfolio, and CRITERION CAPITAL ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then CRITERION CAPITAL ADVISORS, LLC has made 1 purchases of AAPL, at an average price of $184.64, for a total of 34,213.00 shares. Based on historical transaction data and AAPL's current price of $213.76, CRITERION CAPITAL ADVISORS, LLC's estimated gain on his AAPL holdings is $996,198.42, reflecting a 15.77% gain to date.

CRITERION CAPITAL ADVISORS, LLC AAPL ($213.76) Holding Chart

CRITERION CAPITAL ADVISORS, LLC AAPL ($213.76) 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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