Number of Shares
189,745.00
Current Holdings Value*
$33.69 Mil
% of Portfolio
10.32%
Total Estimate Gain
$650.05 Mil
% of Total Estimate Gain
14.90%

Johanson Financial Advisors, Inc.'s Apple Inc Holding Summary

As of 2021-12-31, Johanson Financial Advisors, Inc. held 189,745.00 shares of Apple Inc(AAPL), totaling $33.69 Mil. This investment constitutes 10.32% of their stock portfolio, and Johanson Financial Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Johanson Financial Advisors, Inc. has made 4 purchases of AAPL, at an average price of $64.53, for a total of 67.59 Mil shares. In addition, there have been 11 sales at an average price of $73.76 for 67.40 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, Johanson Financial Advisors, Inc.'s estimated gain on his AAPL holdings is $650.05 Mil, reflecting a 14.90% gain to date.

Johanson Financial Advisors, Inc. AAPL ($211.18) Holding Chart

Johanson Financial Advisors, Inc. AAPL ($211.18) 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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