Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. AAPL Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s Apple Inc Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 90,891.00 shares of Apple Inc(AAPL), totaling $20.19 Mil. This investment constitutes 3.08% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 11 purchases of AAPL, at an average price of $28.63, for a total of 148,580.00 shares. In addition, there have been 24 sales at an average price of $99.62 for 57,689.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his AAPL holdings is $20.69 Mil, reflecting a 486.23% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. AAPL ($211.16) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. AAPL ($211.16) 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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