Number of Shares
159,099.00
Current Holdings Value*
$30.30 Mil
% of Portfolio
3.01%
Total Estimate Gain
$18.87 Mil
% of Total Estimate Gain
91.72%

NICOLET ADVISORY SERVICES, LLC's Apple Inc Holding Summary

As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 159,099.00 shares of Apple Inc(AAPL), totaling $30.30 Mil. This investment constitutes 3.01% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q1. And since then NICOLET ADVISORY SERVICES, LLC has made 12 purchases of AAPL, at an average price of $100.05, for a total of 205,638.00 shares. In addition, there have been 12 sales at an average price of $125.61 for 46,539.00 shares. Based on historical transaction data and AAPL's current price of $211.18, NICOLET ADVISORY SERVICES, LLC's estimated gain on his AAPL holdings is $18.87 Mil, reflecting a 91.72% gain to date.

NICOLET ADVISORY SERVICES, LLC AAPL ($211.18) Holding Chart

NICOLET ADVISORY SERVICES, 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 %

Top Ranked Articles

  • 1