Number of Shares
126,480.00
Current Holdings Value*
$28.09 Mil
% of Portfolio
2.07%
Total Estimate Gain
$7.48 Mil
% of Total Estimate Gain
26.60%

Sage Mountain Advisors LLC's Apple Inc Holding Summary

As of 2025-03-31, Sage Mountain Advisors LLC held 126,480.00 shares of Apple Inc(AAPL), totaling $28.09 Mil. This investment constitutes 2.07% of their stock portfolio, and Sage Mountain Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Sage Mountain Advisors LLC has made 11 purchases of AAPL, at an average price of $151.85, for a total of 185,195.00 shares. In addition, there have been 6 sales at an average price of $172.18 for 58,715.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Sage Mountain Advisors LLC's estimated gain on his AAPL holdings is $7.48 Mil, reflecting a 26.60% gain to date.

Sage Mountain Advisors LLC AAPL ($201.56) Holding Chart

Sage Mountain Advisors LLC AAPL ($201.56) 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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