Number of Shares
19,659.00
Current Holdings Value*
$2.72 Mil
% of Portfolio
2.94%
Total Estimate Gain
$17.21 Mil
% of Total Estimate Gain
116.37%

Spearhead Capital Advisors, LLC's Apple Inc Holding Summary

As of 2022-09-30, Spearhead Capital Advisors, LLC held 19,659.00 shares of Apple Inc(AAPL), totaling $2.72 Mil. This investment constitutes 2.94% of their stock portfolio, and Spearhead Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Spearhead Capital Advisors, LLC has made 11 purchases of AAPL, at an average price of $65.31, for a total of 226,418.00 shares. In addition, there have been 7 sales at an average price of $134.68 for 206,759.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Spearhead Capital Advisors, LLC's estimated gain on his AAPL holdings is $17.21 Mil, reflecting a 116.37% gain to date.

Spearhead Capital Advisors, LLC AAPL ($211.18) Holding Chart

Spearhead Capital Advisors, LLC AAPL ($211.18) 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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