ASSETMARK, INC AAPL Holdings History
Number of Shares
2.63 Mil
Current Holdings Value*
$584.64 Mil
% of Portfolio
1.61%
Total Estimate Gain
$258.04 Mil
% of Total Estimate Gain
71.13%
ASSETMARK, INC's Apple Inc Holding Summary
As of 2025-03-31, ASSETMARK, INC held 2.63 Mil shares of Apple Inc(AAPL), totaling $584.64 Mil. This investment constitutes 1.61% of their stock portfolio, and ASSETMARK, INC now holds 0.02% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then ASSETMARK, INC has made 27 purchases of AAPL, at an average price of $111.03, for a total of 3.27 Mil shares. In addition, there have been 9 sales at an average price of $107.13 for 635,455.00 shares. Based on historical transaction data and AAPL's current price of $210.01, ASSETMARK, INC's estimated gain on his AAPL holdings is $258.04 Mil, reflecting a 71.13% gain to date.
ASSETMARK, INC AAPL ($210.01) Holding Chart
ASSETMARK, INC AAPL ($210.01) 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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