Number of Shares
930,756.00
Current Holdings Value*
$196.59 Mil
% of Portfolio
11.44%
Total Estimate Gain
$100.74 Mil
% of Total Estimate Gain
93.41%

HighPoint Advisor Group LLC's Apple Inc Holding Summary

As of 2025-03-31, HighPoint Advisor Group LLC held 930,756.00 shares of Apple Inc(AAPL), totaling $196.59 Mil. This investment constitutes 11.44% of their stock portfolio, and HighPoint Advisor Group LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2015Q1. And since then HighPoint Advisor Group LLC has made 15 purchases of AAPL, at an average price of $104.53, for a total of 1.03 Mil shares. In addition, there have been 7 sales at an average price of $130.58 for 101,037.00 shares. Based on historical transaction data and AAPL's current price of $209.94, HighPoint Advisor Group LLC's estimated gain on his AAPL holdings is $100.74 Mil, reflecting a 93.41% gain to date.

HighPoint Advisor Group LLC AAPL ($209.94) Holding Chart

HighPoint Advisor Group LLC AAPL ($209.94) 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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