Herold Advisors, Inc. AAPL Holdings History
Herold Advisors, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Herold Advisors, Inc. held 99,670.00 shares of Apple Inc(AAPL), totaling $22.14 Mil. This investment constitutes 4.86% of their stock portfolio, and Herold Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q3. And since then Herold Advisors, Inc. has made 7 purchases of AAPL, at an average price of $152.31, for a total of 105,427.00 shares. In addition, there have been 7 sales at an average price of $195.82 for 5,757.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Herold Advisors, Inc.'s estimated gain on his AAPL holdings is $6.41 Mil, reflecting a 39.95% gain to date.
Herold Advisors, Inc. AAPL ($214.15) Holding Chart
Herold Advisors, Inc. AAPL ($214.15) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
