Number of Shares
47,498.00
Current Holdings Value*
$10.55 Mil
% of Portfolio
4.51%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
28.83%

Agate Pass Investment Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Agate Pass Investment Management, LLC held 47,498.00 shares of Apple Inc(AAPL), totaling $10.55 Mil. This investment constitutes 4.51% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Agate Pass Investment Management, LLC has made 11 purchases of AAPL, at an average price of $163.40, for a total of 50,020.00 shares. In addition, there have been 2 sales at an average price of $197.60 for 2,522.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Agate Pass Investment Management, LLC's estimated gain on his AAPL holdings is $2.36 Mil, reflecting a 28.83% gain to date.

Agate Pass Investment Management, LLC AAPL ($211.18) Holding Chart

Agate Pass Investment Management, 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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