Number of Shares
379,092.00
Current Holdings Value*
$84.21 Mil
% of Portfolio
7.49%
Total Estimate Gain
$88.76 Mil
% of Total Estimate Gain
423.77%

Colonial Trust Advisors's Apple Inc Holding Summary

As of 2025-03-31, Colonial Trust Advisors held 379,092.00 shares of Apple Inc(AAPL), totaling $84.21 Mil. This investment constitutes 7.49% of their stock portfolio, and Colonial Trust Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Colonial Trust Advisors has made 6 purchases of AAPL, at an average price of $28.08, for a total of 745,960.00 shares. In addition, there have been 30 sales at an average price of $80.82 for 366,868.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Colonial Trust Advisors's estimated gain on his AAPL holdings is $88.76 Mil, reflecting a 423.77% gain to date.

Colonial Trust Advisors AAPL ($211.16) Holding Chart

Colonial Trust Advisors AAPL ($211.16) 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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