Number of Shares
104,181.00
Current Holdings Value*
$23.14 Mil
% of Portfolio
4.16%
Total Estimate Gain
$22.78 Mil
% of Total Estimate Gain
267.12%

Hamilton Point Investment Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Hamilton Point Investment Advisors, LLC held 104,181.00 shares of Apple Inc(AAPL), totaling $23.14 Mil. This investment constitutes 4.16% of their stock portfolio, and Hamilton Point Investment Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Hamilton Point Investment Advisors, LLC has made 28 purchases of AAPL, at an average price of $46.35, for a total of 183,988.00 shares. In addition, there have been 8 sales at an average price of $113.21 for 79,807.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Hamilton Point Investment Advisors, LLC's estimated gain on his AAPL holdings is $22.78 Mil, reflecting a 267.12% gain to date.

Hamilton Point Investment Advisors, LLC AAPL ($213.76) Holding Chart

Hamilton Point Investment Advisors, LLC AAPL ($213.76) 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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