Number of Shares
76,979.00
Current Holdings Value*
$13.18 Mil
% of Portfolio
6.53%
Total Estimate Gain
$17.39 Mil
% of Total Estimate Gain
202.64%

Sutton Wealth Advisors Inc.'s Apple Inc Holding Summary

As of 2023-09-30, Sutton Wealth Advisors Inc. held 76,979.00 shares of Apple Inc(AAPL), totaling $13.18 Mil. This investment constitutes 6.53% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 14 purchases of AAPL, at an average price of $57.66, for a total of 148,870.00 shares. In addition, there have been 4 sales at an average price of $135.23 for 71,891.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Sutton Wealth Advisors Inc.'s estimated gain on his AAPL holdings is $17.39 Mil, reflecting a 202.64% gain to date.

Sutton Wealth Advisors Inc. AAPL ($211.18) Holding Chart

Sutton Wealth 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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