Number of Shares
40,431.00
Current Holdings Value*
$8.98 Mil
% of Portfolio
4.65%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
29.86%

Cresta Advisors, Ltd.'s Apple Inc Holding Summary

As of 2025-03-31, Cresta Advisors, Ltd. held 40,431.00 shares of Apple Inc(AAPL), totaling $8.98 Mil. This investment constitutes 4.65% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q3. And since then Cresta Advisors, Ltd. has made 5 purchases of AAPL, at an average price of $160.65, for a total of 44,709.00 shares. In addition, there have been 4 sales at an average price of $184.77 for 4,278.00 shares. Based on historical transaction data and AAPL's current price of $211.14, Cresta Advisors, Ltd.'s estimated gain on his AAPL holdings is $2.14 Mil, reflecting a 29.86% gain to date.

Cresta Advisors, Ltd. AAPL ($211.14) Holding Chart

Cresta Advisors, Ltd. AAPL ($211.14) 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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