DOLIVER ADVISORS, LP AAPL Holdings History
Number of Shares
25,783.00
Current Holdings Value*
$5.73 Mil
% of Portfolio
1.61%
Total Estimate Gain
$3.54 Mil
% of Total Estimate Gain
57.54%
DOLIVER ADVISORS, LP's Apple Inc Holding Summary
As of 2025-03-31, DOLIVER ADVISORS, LP held 25,783.00 shares of Apple Inc(AAPL), totaling $5.73 Mil. This investment constitutes 1.61% of their stock portfolio, and DOLIVER ADVISORS, LP now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2017Q2. And since then DOLIVER ADVISORS, LP has made 15 purchases of AAPL, at an average price of $74.62, for a total of 82,544.00 shares. In addition, there have been 15 sales at an average price of $79.89 for 56,761.00 shares. Based on historical transaction data and AAPL's current price of $200.48, DOLIVER ADVISORS, LP's estimated gain on his AAPL holdings is $3.54 Mil, reflecting a 57.54% gain to date.
DOLIVER ADVISORS, LP AAPL ($200.48) Holding Chart
DOLIVER ADVISORS, LP AAPL ($200.48) 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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