Number of Shares
123,901.00
Current Holdings Value*
$27.52 Mil
% of Portfolio
2.23%
Total Estimate Gain
$20.24 Mil
% of Total Estimate Gain
44.45%

Regal Investment Advisors LLC's Apple Inc Holding Summary

As of 2025-03-31, Regal Investment Advisors LLC held 123,901.00 shares of Apple Inc(AAPL), totaling $27.52 Mil. This investment constitutes 2.23% of their stock portfolio, and Regal Investment Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Regal Investment Advisors LLC has made 20 purchases of AAPL, at an average price of $72.06, for a total of 631,914.00 shares. In addition, there have been 15 sales at an average price of $77.40 for 508,013.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Regal Investment Advisors LLC's estimated gain on his AAPL holdings is $20.24 Mil, reflecting a 44.45% gain to date.

Regal Investment Advisors LLC AAPL ($213.55) Holding Chart

Regal Investment Advisors LLC AAPL ($213.55) 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 %

Top Ranked Articles

  • 1