Number of Shares
25,890.00
Current Holdings Value*
$5.86 Mil
% of Portfolio
2.13%
Total Estimate Gain
$3.68 Mil
% of Total Estimate Gain
94.35%

Prudent Man Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Prudent Man Advisors, LLC held 25,890.00 shares of Apple Inc(AAPL), totaling $5.86 Mil. This investment constitutes 2.13% of their stock portfolio, and Prudent Man Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q2. And since then Prudent Man Advisors, LLC has made 7 purchases of AAPL, at an average price of $104.73, for a total of 37,240.00 shares. In addition, there have been 12 sales at an average price of $186.15 for 11,350.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Prudent Man Advisors, LLC's estimated gain on his AAPL holdings is $3.68 Mil, reflecting a 94.35% gain to date.

Prudent Man Advisors, LLC AAPL ($211.18) Holding Chart

Prudent Man Advisors, 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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