Number of Shares
86,745.00
Current Holdings Value*
$19.27 Mil
% of Portfolio
9.07%
Total Estimate Gain
$38.00 Mil
% of Total Estimate Gain
160.64%

OPTIMUM INVESTMENT ADVISORS's Apple Inc Holding Summary

As of 2025-03-31, OPTIMUM INVESTMENT ADVISORS held 86,745.00 shares of Apple Inc(AAPL), totaling $19.27 Mil. This investment constitutes 9.07% of their stock portfolio, and OPTIMUM INVESTMENT ADVISORS now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q2. And since then OPTIMUM INVESTMENT ADVISORS has made 4 purchases of AAPL, at an average price of $25.82, for a total of 916,206.00 shares. In addition, there have been 30 sales at an average price of $52.38 for 829,461.00 shares. Based on historical transaction data and AAPL's current price of $210.02, OPTIMUM INVESTMENT ADVISORS's estimated gain on his AAPL holdings is $38.00 Mil, reflecting a 160.64% gain to date.

OPTIMUM INVESTMENT ADVISORS AAPL ($210.02) Holding Chart

OPTIMUM INVESTMENT ADVISORS AAPL ($210.02) 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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