Number of Shares
437,603.00
Current Holdings Value*
$97.20 Mil
% of Portfolio
2.09%
Total Estimate Gain
$48.56 Mil
% of Total Estimate Gain
88.45%

GREAT VALLEY ADVISOR GROUP, INC.'s Apple Inc Holding Summary

As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 437,603.00 shares of Apple Inc(AAPL), totaling $97.20 Mil. This investment constitutes 2.09% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 15 purchases of AAPL, at an average price of $106.93, for a total of 513,511.00 shares. In addition, there have been 10 sales at an average price of $157.61 for 75,908.00 shares. Based on historical transaction data and AAPL's current price of $209.11, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his AAPL holdings is $48.56 Mil, reflecting a 88.45% gain to date.

GREAT VALLEY ADVISOR GROUP, INC. AAPL ($209.11) Holding Chart

GREAT VALLEY ADVISOR GROUP, INC. AAPL ($209.11) 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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