CARRET ASSET MANAGEMENT, LLC AAPL Holdings History
CARRET ASSET MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, CARRET ASSET MANAGEMENT, LLC held 334,481.00 shares of Apple Inc(AAPL), totaling $74.30 Mil. This investment constitutes 8.51% of their stock portfolio, and CARRET ASSET MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then CARRET ASSET MANAGEMENT, LLC has made 6 purchases of AAPL, at an average price of $23.39, for a total of 588,572.00 shares. In addition, there have been 30 sales at an average price of $104.13 for 254,091.00 shares. Based on historical transaction data and AAPL's current price of $214.40, CARRET ASSET MANAGEMENT, LLC's estimated gain on his AAPL holdings is $84.40 Mil, reflecting a 613.05% gain to date.
CARRET ASSET MANAGEMENT, LLC AAPL ($214.40) Holding Chart
CARRET ASSET MANAGEMENT, LLC AAPL ($214.40) 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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