Number of Shares
2.30 Mil
Current Holdings Value*
$360.71 Mil
% of Portfolio
2.75%
Total Estimate Gain
$145.54 Mil
% of Total Estimate Gain
24.38%

PATHSTONE FAMILY OFFICE, LLC's Apple Inc Holding Summary

As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 2.30 Mil shares of Apple Inc(AAPL), totaling $360.71 Mil. This investment constitutes 2.75% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then PATHSTONE FAMILY OFFICE, LLC has made 22 purchases of AAPL, at an average price of $143.76, for a total of 4.15 Mil shares. In addition, there have been 9 sales at an average price of $134.91 for 1.85 Mil shares. Based on historical transaction data and AAPL's current price of $214.15, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his AAPL holdings is $145.54 Mil, reflecting a 24.38% gain to date.

PATHSTONE FAMILY OFFICE, LLC AAPL ($214.15) Holding Chart

PATHSTONE FAMILY OFFICE, LLC AAPL ($214.15) 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