Gradient Capital Advisors, LLC AAPL Holdings History
Gradient Capital Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 76,347.00 shares of Apple Inc(AAPL), totaling $16.96 Mil. This investment constitutes 5.53% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 14 purchases of AAPL, at an average price of $55.51, for a total of 123,175.00 shares. In addition, there have been 14 sales at an average price of $152.73 for 46,828.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Gradient Capital Advisors, LLC's estimated gain on his AAPL holdings is $16.62 Mil, reflecting a 243.03% gain to date.
Gradient Capital Advisors, LLC AAPL ($213.55) Holding Chart
Gradient Capital Advisors, LLC AAPL ($213.55) 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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