DELTA FINANCIAL ADVISORS LLC AAPL Holdings History
DELTA FINANCIAL ADVISORS LLC's Apple Inc Holding Summary
As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 68,833.00 shares of Apple Inc(AAPL), totaling $15.29 Mil. This investment constitutes 5.74% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 7 purchases of AAPL, at an average price of $50.47, for a total of 118,603.00 shares. In addition, there have been 16 sales at an average price of $97.37 for 49,770.00 shares. Based on historical transaction data and AAPL's current price of $214.40, DELTA FINANCIAL ADVISORS LLC's estimated gain on his AAPL holdings is $13.62 Mil, reflecting a 227.49% gain to date.
DELTA FINANCIAL ADVISORS LLC AAPL ($214.40) Holding Chart
DELTA FINANCIAL ADVISORS LLC AAPL ($214.40) 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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