Number of Shares
234,065.00
Current Holdings Value*
$51.99 Mil
% of Portfolio
5.81%
Total Estimate Gain
$27.01 Mil
% of Total Estimate Gain
67.88%

Private Advisory Group LLC's Apple Inc Holding Summary

As of 2025-03-31, Private Advisory Group LLC held 234,065.00 shares of Apple Inc(AAPL), totaling $51.99 Mil. This investment constitutes 5.81% of their stock portfolio, and Private Advisory Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Private Advisory Group LLC has made 18 purchases of AAPL, at an average price of $110.92, for a total of 358,761.00 shares. In addition, there have been 9 sales at an average price of $139.37 for 124,696.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Private Advisory Group LLC's estimated gain on his AAPL holdings is $27.01 Mil, reflecting a 67.88% gain to date.

Private Advisory Group LLC AAPL ($211.18) Holding Chart

Private Advisory Group LLC AAPL ($211.18) 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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