Number of Shares
56,346.00
Current Holdings Value*
$9.29 Mil
% of Portfolio
3.81%
Total Estimate Gain
$10.90 Mil
% of Total Estimate Gain
354.17%

Baldrige Asset Management LLC's Apple Inc Holding Summary

As of 2023-03-31, Baldrige Asset Management LLC held 56,346.00 shares of Apple Inc(AAPL), totaling $9.29 Mil. This investment constitutes 3.81% of their stock portfolio, and Baldrige Asset Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q1. And since then Baldrige Asset Management LLC has made 1 purchases of AAPL, at an average price of $42.36, for a total of 72,636.00 shares. In addition, there have been 14 sales at an average price of $115.89 for 16,290.00 shares. Based on historical transaction data and AAPL's current price of $214.49, Baldrige Asset Management LLC's estimated gain on his AAPL holdings is $10.90 Mil, reflecting a 354.17% gain to date.

Baldrige Asset Management LLC AAPL ($214.49) Holding Chart

Baldrige Asset Management LLC AAPL ($214.49) 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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