Number of Shares
30,530.00
Current Holdings Value*
$6.78 Mil
% of Portfolio
2.92%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
25.10%

BARRETT & COMPANY, INC.'s Apple Inc Holding Summary

As of 2025-03-31, BARRETT & COMPANY, INC. held 30,530.00 shares of Apple Inc(AAPL), totaling $6.78 Mil. This investment constitutes 2.92% of their stock portfolio, and BARRETT & COMPANY, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q3. And since then BARRETT & COMPANY, INC. has made 6 purchases of AAPL, at an average price of $167.24, for a total of 36,748.00 shares. In addition, there have been 2 sales at an average price of $199.56 for 6,218.00 shares. Based on historical transaction data and AAPL's current price of $211.18, BARRETT & COMPANY, INC.'s estimated gain on his AAPL holdings is $1.54 Mil, reflecting a 25.10% gain to date.

BARRETT & COMPANY, INC. AAPL ($211.18) Holding Chart

BARRETT & COMPANY, INC. 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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