Number of Shares
45,768.00
Current Holdings Value*
$10.17 Mil
% of Portfolio
3.77%
Total Estimate Gain
$3.64 Mil
% of Total Estimate Gain
39.31%

NIA IMPACT ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-03-31, NIA IMPACT ADVISORS, LLC held 45,768.00 shares of Apple Inc(AAPL), totaling $10.17 Mil. This investment constitutes 3.77% of their stock portfolio, and NIA IMPACT ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then NIA IMPACT ADVISORS, LLC has made 7 purchases of AAPL, at an average price of $137.54, for a total of 67,259.00 shares. In addition, there have been 8 sales at an average price of $171.41 for 21,491.00 shares. Based on historical transaction data and AAPL's current price of $201.08, NIA IMPACT ADVISORS, LLC's estimated gain on his AAPL holdings is $3.64 Mil, reflecting a 39.31% gain to date.

NIA IMPACT ADVISORS, LLC AAPL ($201.08) Holding Chart

NIA IMPACT ADVISORS, LLC AAPL ($201.08) 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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