Number of Shares
275,211.00
Current Holdings Value*
$61.13 Mil
% of Portfolio
7.33%
Total Estimate Gain
$65.32 Mil
% of Total Estimate Gain
53.77%

Private Capital Advisors, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Private Capital Advisors, Inc. held 275,211.00 shares of Apple Inc(AAPL), totaling $61.13 Mil. This investment constitutes 7.33% of their stock portfolio, and Private Capital Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Private Capital Advisors, Inc. has made 15 purchases of AAPL, at an average price of $101.07, for a total of 1.20 Mil shares. In addition, there have been 22 sales at an average price of $138.87 for 926,589.00 shares. Based on historical transaction data and AAPL's current price of $211.14, Private Capital Advisors, Inc.'s estimated gain on his AAPL holdings is $65.32 Mil, reflecting a 53.77% gain to date.

Private Capital Advisors, Inc. AAPL ($211.14) Holding Chart

Private Capital Advisors, Inc. AAPL ($211.14) 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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