Number of Shares
117,149.00
Current Holdings Value*
$26.02 Mil
% of Portfolio
6.86%
Total Estimate Gain
$18.26 Mil
% of Total Estimate Gain
151.43%

J. W. Coons Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, J. W. Coons Advisors, LLC held 117,149.00 shares of Apple Inc(AAPL), totaling $26.02 Mil. This investment constitutes 6.86% of their stock portfolio, and J. W. Coons Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q1. And since then J. W. Coons Advisors, LLC has made 4 purchases of AAPL, at an average price of $78.81, for a total of 152,975.00 shares. In addition, there have been 16 sales at an average price of $155.63 for 35,826.00 shares. Based on historical transaction data and AAPL's current price of $211.16, J. W. Coons Advisors, LLC's estimated gain on his AAPL holdings is $18.26 Mil, reflecting a 151.43% gain to date.

J. W. Coons Advisors, LLC AAPL ($211.16) Holding Chart

J. W. Coons Advisors, LLC 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 %

Top Ranked Articles

  • 1