Number of Shares
40,322.00
Current Holdings Value*
$8.96 Mil
% of Portfolio
9.54%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
19.15%

Alan B Lancz & Associates, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Alan B Lancz & Associates, Inc. held 40,322.00 shares of Apple Inc(AAPL), totaling $8.96 Mil. This investment constitutes 9.54% of their stock portfolio, and Alan B Lancz & Associates, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. In addition, there have been 12 sales at an average price of $183.23 for 18,327.00 shares. Based on historical transaction data and AAPL's current price of $208.28, Alan B Lancz & Associates, Inc.'s estimated gain on his AAPL holdings is $1.89 Mil, reflecting a 19.15% gain to date.

Alan B Lancz & Associates, Inc. AAPL ($208.28) Holding Chart

Alan B Lancz & Associates, Inc. AAPL ($208.28) 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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