Number of Shares
6,600.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
0.01%
Total Estimate Gain
$105.05 Mil
% of Total Estimate Gain
36.37%

Sequoia Financial Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Sequoia Financial Advisors, LLC held 6,600.00 shares of Apple Inc(AAPL), totaling $1.47 Mil. This investment constitutes 0.01% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Sequoia Financial Advisors, LLC has made 23 purchases of AAPL, at an average price of $139.79, for a total of 2.07 Mil shares. In addition, there have been 13 sales at an average price of $133.34 for 550,281.00 shares. Based on historical transaction data and AAPL's current price of $211.42, Sequoia Financial Advisors, LLC's estimated gain on his AAPL holdings is $105.05 Mil, reflecting a 36.37% gain to date.

Sequoia Financial Advisors, LLC AAPL ($211.42) Holding Chart

Sequoia Financial Advisors, LLC AAPL ($211.42) 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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