Number of Shares
47,965.00
Current Holdings Value*
$5.86 Mil
% of Portfolio
4.92%
Total Estimate Gain
$14.58 Mil
% of Total Estimate Gain
83.32%

CSat Investment Advisory, L.P.'s Apple Inc Holding Summary

As of 2021-03-31, CSat Investment Advisory, L.P. held 47,965.00 shares of Apple Inc(AAPL), totaling $5.86 Mil. This investment constitutes 4.92% of their stock portfolio, and CSat Investment Advisory, L.P. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2015Q2. And since then CSat Investment Advisory, L.P. has made 9 purchases of AAPL, at an average price of $40.58, for a total of 431,045.00 shares. In addition, there have been 6 sales at an average price of $57.59 for 383,080.00 shares. Based on historical transaction data and AAPL's current price of $208.62, CSat Investment Advisory, L.P.'s estimated gain on his AAPL holdings is $14.58 Mil, reflecting a 83.32% gain to date.

CSat Investment Advisory, L.P. AAPL ($208.62) Holding Chart

CSat Investment Advisory, L.P. AAPL ($208.62) 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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