Number of Shares
8,341.00
Current Holdings Value*
$1.71 Mil
% of Portfolio
0.6%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
12.70%

QUATTRO FINANCIAL ADVISORS LLC's Apple Inc Holding Summary

As of 2025-06-30, QUATTRO FINANCIAL ADVISORS LLC held 8,341.00 shares of Apple Inc(AAPL), totaling $1.71 Mil. This investment constitutes 0.6% of their stock portfolio, and QUATTRO FINANCIAL ADVISORS LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then QUATTRO FINANCIAL ADVISORS LLC has made 12 purchases of AAPL, at an average price of $157.95, for a total of 100,513.00 shares. In addition, there have been 11 sales at an average price of $174.78 for 92,172.00 shares. Based on historical transaction data and AAPL's current price of $213.76, QUATTRO FINANCIAL ADVISORS LLC's estimated gain on his AAPL holdings is $2.02 Mil, reflecting a 12.70% gain to date.

QUATTRO FINANCIAL ADVISORS LLC AAPL ($213.76) Holding Chart

QUATTRO FINANCIAL ADVISORS LLC AAPL ($213.76) 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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