Number of Shares
99,679.00
Current Holdings Value*
$22.14 Mil
% of Portfolio
1.8%
Total Estimate Gain
$15.45 Mil
% of Total Estimate Gain
97.61%

Asset Dedication, LLC's Apple Inc Holding Summary

As of 2025-03-31, Asset Dedication, LLC held 99,679.00 shares of Apple Inc(AAPL), totaling $22.14 Mil. This investment constitutes 1.8% of their stock portfolio, and Asset Dedication, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Asset Dedication, LLC has made 21 purchases of AAPL, at an average price of $92.90, for a total of 170,447.00 shares. In addition, there have been 7 sales at an average price of $158.90 for 70,768.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Asset Dedication, LLC's estimated gain on his AAPL holdings is $15.45 Mil, reflecting a 97.61% gain to date.

Asset Dedication, LLC AAPL ($201.08) Holding Chart

Asset Dedication, LLC AAPL ($201.08) 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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