Number of Shares
134,283.00
Current Holdings Value*
$27.55 Mil
% of Portfolio
6.18%
Total Estimate Gain
$29.64 Mil
% of Total Estimate Gain
222.44%

Sterling Investment Advisors, Ltd.'s Apple Inc Holding Summary

As of 2025-06-30, Sterling Investment Advisors, Ltd. held 134,283.00 shares of Apple Inc(AAPL), totaling $27.55 Mil. This investment constitutes 6.18% of their stock portfolio, and Sterling Investment Advisors, Ltd. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Sterling Investment Advisors, Ltd. has made 6 purchases of AAPL, at an average price of $52.94, for a total of 251,643.00 shares. In addition, there have been 23 sales at an average price of $124.40 for 117,360.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Sterling Investment Advisors, Ltd.'s estimated gain on his AAPL holdings is $29.64 Mil, reflecting a 222.44% gain to date.

Sterling Investment Advisors, Ltd. AAPL ($211.18) Holding Chart

Sterling Investment Advisors, Ltd. 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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