Number of Shares
103,933.00
Current Holdings Value*
$17.79 Mil
% of Portfolio
11.96%
Total Estimate Gain
$7.33 Mil
% of Total Estimate Gain
41.17%

Hall Private Wealth Advisors's Apple Inc Holding Summary

As of 2023-09-30, Hall Private Wealth Advisors held 103,933.00 shares of Apple Inc(AAPL), totaling $17.79 Mil. This investment constitutes 11.96% of their stock portfolio, and Hall Private Wealth Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Hall Private Wealth Advisors has made 6 purchases of AAPL, at an average price of $142.73, for a total of 124,811.00 shares. In addition, there have been 4 sales at an average price of $141.49 for 20,878.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Hall Private Wealth Advisors's estimated gain on his AAPL holdings is $7.33 Mil, reflecting a 41.17% gain to date.

Hall Private Wealth Advisors AAPL ($213.55) Holding Chart

Hall Private Wealth Advisors 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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