Old Port Advisors AAPL Holdings History

Number of Shares
34,926.00
Current Holdings Value*
$7.17 Mil
% of Portfolio
1.95%
Total Estimate Gain
$7.36 Mil
% of Total Estimate Gain
219.14%

Old Port Advisors's Apple Inc Holding Summary

As of 2025-06-30, Old Port Advisors held 34,926.00 shares of Apple Inc(AAPL), totaling $7.17 Mil. This investment constitutes 1.95% of their stock portfolio, and Old Port Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Old Port Advisors has made 6 purchases of AAPL, at an average price of $52.05, for a total of 64,542.00 shares. In addition, there have been 20 sales at an average price of $113.13 for 29,616.00 shares. Based on historical transaction data and AAPL's current price of $211.02, Old Port Advisors's estimated gain on his AAPL holdings is $7.36 Mil, reflecting a 219.14% gain to date.

Old Port Advisors AAPL ($211.02) Holding Chart

Old Port Advisors AAPL ($211.02) 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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