Number of Shares
300,800.00
Current Holdings Value*
$51.50 Mil
% of Portfolio
23.06%
Total Estimate Gain
$44.12 Mil
% of Total Estimate Gain
172.22%

WEALTH ADVISORS, INC.'s Apple Inc Holding Summary

As of 2023-09-30, WEALTH ADVISORS, INC. held 300,800.00 shares of Apple Inc(AAPL), totaling $51.50 Mil. This investment constitutes 23.06% of their stock portfolio, and WEALTH ADVISORS, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then WEALTH ADVISORS, INC. has made 8 purchases of AAPL, at an average price of $74.52, for a total of 343,772.00 shares. In addition, there have been 7 sales at an average price of $136.41 for 42,972.00 shares. Based on historical transaction data and AAPL's current price of $212.35, WEALTH ADVISORS, INC.'s estimated gain on his AAPL holdings is $44.12 Mil, reflecting a 172.22% gain to date.

WEALTH ADVISORS, INC. AAPL ($212.35) Holding Chart

WEALTH ADVISORS, INC. AAPL ($212.35) 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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