Number of Shares
88,920.00
Current Holdings Value*
$18.24 Mil
% of Portfolio
4.77%
Total Estimate Gain
$6.41 Mil
% of Total Estimate Gain
47.37%

St. Clair Advisors, LLC's Apple Inc Holding Summary

As of 2025-06-30, St. Clair Advisors, LLC held 88,920.00 shares of Apple Inc(AAPL), totaling $18.24 Mil. This investment constitutes 4.77% of their stock portfolio, and St. Clair Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then St. Clair Advisors, LLC has made 6 purchases of AAPL, at an average price of $140.40, for a total of 96,430.00 shares. In addition, there have been 10 sales at an average price of $186.65 for 7,510.00 shares. Based on historical transaction data and AAPL's current price of $208.62, St. Clair Advisors, LLC's estimated gain on his AAPL holdings is $6.41 Mil, reflecting a 47.37% gain to date.

St. Clair Advisors, LLC AAPL ($208.62) Holding Chart

St. Clair Advisors, LLC AAPL ($208.62) 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