Number of Shares
310,364.00
Current Holdings Value*
$68.94 Mil
% of Portfolio
5.93%
Total Estimate Gain
$67.40 Mil
% of Total Estimate Gain
442.93%

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Apple Inc Holding Summary

As of 2025-03-31, BEESE FULMER INVESTMENT MANAGEMENT, INC. held 310,364.00 shares of Apple Inc(AAPL), totaling $68.94 Mil. This investment constitutes 5.93% of their stock portfolio, and BEESE FULMER INVESTMENT MANAGEMENT, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then BEESE FULMER INVESTMENT MANAGEMENT, INC. has made 16 purchases of AAPL, at an average price of $34.88, for a total of 436,279.00 shares. In addition, there have been 21 sales at an average price of $129.23 for 125,915.00 shares. Based on historical transaction data and AAPL's current price of $213.76, BEESE FULMER INVESTMENT MANAGEMENT, INC.'s estimated gain on his AAPL holdings is $67.40 Mil, reflecting a 442.93% gain to date.

BEESE FULMER INVESTMENT MANAGEMENT, INC. AAPL ($213.76) Holding Chart

BEESE FULMER INVESTMENT MANAGEMENT, INC. AAPL ($213.76) 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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