Number of Shares
70,906.00
Current Holdings Value*
$15.75 Mil
% of Portfolio
4.13%
Total Estimate Gain
$3.05 Mil
% of Total Estimate Gain
22.59%

3Chopt Investment Partners, LLC's Apple Inc Holding Summary

As of 2025-03-31, 3Chopt Investment Partners, LLC held 70,906.00 shares of Apple Inc(AAPL), totaling $15.75 Mil. This investment constitutes 4.13% of their stock portfolio, and 3Chopt Investment Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then 3Chopt Investment Partners, LLC has made 5 purchases of AAPL, at an average price of $170.54, for a total of 79,167.00 shares. In addition, there have been 3 sales at an average price of $191.00 for 8,261.00 shares. Based on historical transaction data and AAPL's current price of $211.18, 3Chopt Investment Partners, LLC's estimated gain on his AAPL holdings is $3.05 Mil, reflecting a 22.59% gain to date.

3Chopt Investment Partners, LLC AAPL ($211.18) Holding Chart

3Chopt Investment Partners, 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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