Sulzberger Capital Advisors, Inc. AAPL Holdings History
Number of Shares
8,984.00
Current Holdings Value*
$2.00 Mil
% of Portfolio
2.62%
Total Estimate Gain
$-241,631.60
% of Total Estimate Gain
-7.41%
Sulzberger Capital Advisors, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Sulzberger Capital Advisors, Inc. held 8,984.00 shares of Apple Inc(AAPL), totaling $2.00 Mil. This investment constitutes 2.62% of their stock portfolio, and Sulzberger Capital Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 4,850.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Sulzberger Capital Advisors, Inc.'s estimated gain on his AAPL holdings is $-241,631.60, reflecting a -7.41% gain to date.
Sulzberger Capital Advisors, Inc. AAPL ($211.18) Holding Chart
Sulzberger Capital Advisors, Inc. 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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