Number of Shares
37,182.00
Current Holdings Value*
$7.63 Mil
% of Portfolio
3.72%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
28.88%

Cresta Advisors, Ltd.'s Apple Inc Holding Summary

As of 2025-06-30, Cresta Advisors, Ltd. held 37,182.00 shares of Apple Inc(AAPL), totaling $7.63 Mil. This investment constitutes 3.72% 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 5 sales at an average price of $192.32 for 7,527.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Cresta Advisors, Ltd.'s estimated gain on his AAPL holdings is $2.07 Mil, reflecting a 28.88% gain to date.

Cresta Advisors, Ltd. AAPL ($210.02) Holding Chart

Cresta Advisors, Ltd. AAPL ($210.02) 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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