Number of Shares
337,857.00
Current Holdings Value*
$75.05 Mil
% of Portfolio
2.2%
Total Estimate Gain
$58.67 Mil
% of Total Estimate Gain
69.88%

HBK Sorce Advisory LLC's Apple Inc Holding Summary

As of 2025-03-31, HBK Sorce Advisory LLC held 337,857.00 shares of Apple Inc(AAPL), totaling $75.05 Mil. This investment constitutes 2.2% of their stock portfolio, and HBK Sorce Advisory LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then HBK Sorce Advisory LLC has made 21 purchases of AAPL, at an average price of $94.74, for a total of 886,202.00 shares. In addition, there have been 15 sales at an average price of $136.22 for 548,345.00 shares. Based on historical transaction data and AAPL's current price of $201.08, HBK Sorce Advisory LLC's estimated gain on his AAPL holdings is $58.67 Mil, reflecting a 69.88% gain to date.

HBK Sorce Advisory LLC AAPL ($201.08) Holding Chart

HBK Sorce Advisory LLC AAPL ($201.08) 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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