Number of Shares
23,834.00
Current Holdings Value*
$4.89 Mil
% of Portfolio
2.39%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
13.52%

Northstar Advisory Group, LLC's Apple Inc Holding Summary

As of 2025-06-30, Northstar Advisory Group, LLC held 23,834.00 shares of Apple Inc(AAPL), totaling $4.89 Mil. This investment constitutes 2.39% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Northstar Advisory Group, LLC has made 6 purchases of AAPL, at an average price of $155.92, for a total of 121,735.00 shares. In addition, there have been 12 sales at an average price of $168.35 for 97,901.00 shares. Based on historical transaction data and AAPL's current price of $212.48, Northstar Advisory Group, LLC's estimated gain on his AAPL holdings is $2.57 Mil, reflecting a 13.52% gain to date.

Northstar Advisory Group, LLC AAPL ($212.48) Holding Chart

Northstar Advisory Group, LLC AAPL ($212.48) 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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