Number of Shares
48,578.00
Current Holdings Value*
$10.79 Mil
% of Portfolio
9.46%
Total Estimate Gain
$3.33 Mil
% of Total Estimate Gain
35.01%

Roberts Capital Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Roberts Capital Advisors, LLC held 48,578.00 shares of Apple Inc(AAPL), totaling $10.79 Mil. This investment constitutes 9.46% of their stock portfolio, and Roberts Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $214.10 for 11,422.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Roberts Capital Advisors, LLC's estimated gain on his AAPL holdings is $3.33 Mil, reflecting a 35.01% gain to date.

Roberts Capital Advisors, LLC AAPL ($214.15) Holding Chart

Roberts Capital Advisors, LLC AAPL ($214.15) 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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