Number of Shares
190,883.00
Current Holdings Value*
$39.16 Mil
% of Portfolio
3.37%
Total Estimate Gain
$33.65 Mil
% of Total Estimate Gain
269.35%

NAPLES GLOBAL ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-06-30, NAPLES GLOBAL ADVISORS, LLC held 190,883.00 shares of Apple Inc(AAPL), totaling $39.16 Mil. This investment constitutes 3.37% of their stock portfolio, and NAPLES GLOBAL ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then NAPLES GLOBAL ADVISORS, LLC has made 25 purchases of AAPL, at an average price of $55.15, for a total of 226,524.00 shares. In addition, there have been 14 sales at an average price of $163.73 for 35,641.00 shares. Based on historical transaction data and AAPL's current price of $211.18, NAPLES GLOBAL ADVISORS, LLC's estimated gain on his AAPL holdings is $33.65 Mil, reflecting a 269.35% gain to date.

NAPLES GLOBAL ADVISORS, LLC AAPL ($211.18) Holding Chart

NAPLES GLOBAL ADVISORS, LLC 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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