Number of Shares
45,422.00
Current Holdings Value*
$10.09 Mil
% of Portfolio
3.72%
Total Estimate Gain
$6.49 Mil
% of Total Estimate Gain
59.84%

Centerpoint Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Centerpoint Advisors, LLC held 45,422.00 shares of Apple Inc(AAPL), totaling $10.09 Mil. This investment constitutes 3.72% of their stock portfolio, and Centerpoint Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Centerpoint Advisors, LLC has made 11 purchases of AAPL, at an average price of $117.04, for a total of 92,695.00 shares. In addition, there have been 11 sales at an average price of $161.43 for 47,273.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Centerpoint Advisors, LLC's estimated gain on his AAPL holdings is $6.49 Mil, reflecting a 59.84% gain to date.

Centerpoint Advisors, LLC AAPL ($213.76) Holding Chart

Centerpoint 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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