Number of Shares
601,267.00
Current Holdings Value*
$133.56 Mil
% of Portfolio
4.29%
Total Estimate Gain
$41.26 Mil
% of Total Estimate Gain
40.94%

Bleakley Financial Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Bleakley Financial Group, LLC held 601,267.00 shares of Apple Inc(AAPL), totaling $133.56 Mil. This investment constitutes 4.29% of their stock portfolio, and Bleakley Financial Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Bleakley Financial Group, LLC has made 5 purchases of AAPL, at an average price of $145.41, for a total of 693,183.00 shares. In addition, there have been 4 sales at an average price of $180.87 for 91,916.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Bleakley Financial Group, LLC's estimated gain on his AAPL holdings is $41.26 Mil, reflecting a 40.94% gain to date.

Bleakley Financial Group, LLC AAPL ($208.62) Holding Chart

Bleakley Financial Group, LLC AAPL ($208.62) 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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