Number of Shares
136,390.00
Current Holdings Value*
$17.72 Mil
% of Portfolio
4.42%
Total Estimate Gain
$32.03 Mil
% of Total Estimate Gain
155.00%

Burleson & Company, LLC's Apple Inc Holding Summary

As of 2022-12-31, Burleson & Company, LLC held 136,390.00 shares of Apple Inc(AAPL), totaling $17.72 Mil. This investment constitutes 4.42% of their stock portfolio, and Burleson & Company, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Burleson & Company, LLC has made 9 purchases of AAPL, at an average price of $69.58, for a total of 296,964.00 shares. In addition, there have been 10 sales at an average price of $150.50 for 160,574.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Burleson & Company, LLC's estimated gain on his AAPL holdings is $32.03 Mil, reflecting a 155.00% gain to date.

Burleson & Company, LLC AAPL ($209.11) Holding Chart

Burleson & Company, LLC AAPL ($209.11) 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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