Bartlett & Co. LLC AAPL Holdings History

Number of Shares
1.91 Mil
Current Holdings Value*
$370.42 Mil
% of Portfolio
6.06%
Total Estimate Gain
$398.66 Mil
% of Total Estimate Gain
402.51%

Bartlett & Co. LLC's Apple Inc Holding Summary

As of 2023-12-31, Bartlett & Co. LLC held 1.91 Mil shares of Apple Inc(AAPL), totaling $370.42 Mil. This investment constitutes 6.06% of their stock portfolio, and Bartlett & Co. LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Bartlett & Co. LLC has made 9 purchases of AAPL, at an average price of $34.27, for a total of 2.89 Mil shares. In addition, there have been 22 sales at an average price of $91.21 for 976,507.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Bartlett & Co. LLC's estimated gain on his AAPL holdings is $398.66 Mil, reflecting a 402.51% gain to date.

Bartlett & Co. LLC AAPL ($213.55) Holding Chart

Bartlett & Co. LLC AAPL ($213.55) 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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