United Advisor Group, LLC AAPL Holdings History
United Advisor Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, United Advisor Group, LLC held 65,448.00 shares of Apple Inc(AAPL), totaling $14.54 Mil. This investment constitutes 2.98% of their stock portfolio, and United Advisor Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q1. And since then United Advisor Group, LLC has made 4 purchases of AAPL, at an average price of $193.07, for a total of 68,985.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 3,537.00 shares. Based on historical transaction data and AAPL's current price of $211.18, United Advisor Group, LLC's estimated gain on his AAPL holdings is $1.32 Mil, reflecting a 9.92% gain to date.
United Advisor Group, LLC AAPL ($211.18) Holding Chart
United Advisor Group, 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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