Number of Shares
650,634.00
Current Holdings Value*
$162.93 Mil
% of Portfolio
7.45%
Total Estimate Gain
$146.37 Mil
% of Total Estimate Gain
234.10%

Alpha Cubed Investments, LLC's Apple Inc Holding Summary

As of 2024-12-31, Alpha Cubed Investments, LLC held 650,634.00 shares of Apple Inc(AAPL), totaling $162.93 Mil. This investment constitutes 7.45% of their stock portfolio, and Alpha Cubed Investments, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Alpha Cubed Investments, LLC has made 16 purchases of AAPL, at an average price of $46.61, for a total of 1.34 Mil shares. In addition, there have been 19 sales at an average price of $85.79 for 690,811.00 shares. Based on historical transaction data and AAPL's current price of $229.98, Alpha Cubed Investments, LLC's estimated gain on his AAPL holdings is $146.37 Mil, reflecting a 234.10% gain to date.

Alpha Cubed Investments, LLC AAPL ($229.98) Holding Chart

Alpha Cubed Investments, LLC AAPL ($229.98) 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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