Number of Shares
217,893.00
Current Holdings Value*
$48.40 Mil
% of Portfolio
2.57%
Total Estimate Gain
$47.78 Mil
% of Total Estimate Gain
306.98%

Baltimore-Washington Financial Advisors, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Baltimore-Washington Financial Advisors, Inc. held 217,893.00 shares of Apple Inc(AAPL), totaling $48.40 Mil. This investment constitutes 2.57% of their stock portfolio, and Baltimore-Washington Financial Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Baltimore-Washington Financial Advisors, Inc. has made 21 purchases of AAPL, at an average price of $36.16, for a total of 430,375.00 shares. In addition, there have been 15 sales at an average price of $81.55 for 212,482.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Baltimore-Washington Financial Advisors, Inc.'s estimated gain on his AAPL holdings is $47.78 Mil, reflecting a 306.98% gain to date.

Baltimore-Washington Financial Advisors, Inc. AAPL ($211.18) Holding Chart

Baltimore-Washington Financial Advisors, 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 %

Top Ranked Articles

  • 1