Number of Shares
121,295.00
Current Holdings Value*
$24.89 Mil
% of Portfolio
4.62%
Total Estimate Gain
$21.49 Mil
% of Total Estimate Gain
229.76%

Perennial Advisors, LLC's Apple Inc Holding Summary

As of 2025-06-30, Perennial Advisors, LLC held 121,295.00 shares of Apple Inc(AAPL), totaling $24.89 Mil. This investment constitutes 4.62% of their stock portfolio, and Perennial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Perennial Advisors, LLC has made 10 purchases of AAPL, at an average price of $59.43, for a total of 157,362.00 shares. In addition, there have been 18 sales at an average price of $134.32 for 36,067.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Perennial Advisors, LLC's estimated gain on his AAPL holdings is $21.49 Mil, reflecting a 229.76% gain to date.

Perennial Advisors, LLC AAPL ($214.29) Holding Chart

Perennial Advisors, LLC AAPL ($214.29) 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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