Number of Shares
111,046.00
Current Holdings Value*
$24.67 Mil
% of Portfolio
4.45%
Total Estimate Gain
$33.60 Mil
% of Total Estimate Gain
399.76%

VALLEY NATIONAL ADVISERS INC's Apple Inc Holding Summary

As of 2025-03-31, VALLEY NATIONAL ADVISERS INC held 111,046.00 shares of Apple Inc(AAPL), totaling $24.67 Mil. This investment constitutes 4.45% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q4. And since then VALLEY NATIONAL ADVISERS INC has made 13 purchases of AAPL, at an average price of $35.76, for a total of 235,072.00 shares. In addition, there have been 18 sales at an average price of $148.46 for 124,026.00 shares. Based on historical transaction data and AAPL's current price of $212.48, VALLEY NATIONAL ADVISERS INC's estimated gain on his AAPL holdings is $33.60 Mil, reflecting a 399.76% gain to date.

VALLEY NATIONAL ADVISERS INC AAPL ($212.48) Holding Chart

VALLEY NATIONAL ADVISERS INC AAPL ($212.48) 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