Number of Shares
65,448.00
Current Holdings Value*
$14.54 Mil
% of Portfolio
2.98%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
9.92%

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 %

Top Ranked Articles

  • 1