Number of Shares
143,854.00
Current Holdings Value*
$31.95 Mil
% of Portfolio
3.19%
Total Estimate Gain
$29.04 Mil
% of Total Estimate Gain
149.42%

COZAD ASSET MANAGEMENT INC's Apple Inc Holding Summary

As of 2025-03-31, COZAD ASSET MANAGEMENT INC held 143,854.00 shares of Apple Inc(AAPL), totaling $31.95 Mil. This investment constitutes 3.19% of their stock portfolio, and COZAD ASSET MANAGEMENT INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then COZAD ASSET MANAGEMENT INC has made 8 purchases of AAPL, at an average price of $70.85, for a total of 274,259.00 shares. In addition, there have been 19 sales at an average price of $136.58 for 130,405.00 shares. Based on historical transaction data and AAPL's current price of $213.12, COZAD ASSET MANAGEMENT INC's estimated gain on his AAPL holdings is $29.04 Mil, reflecting a 149.42% gain to date.

COZAD ASSET MANAGEMENT INC AAPL ($213.12) Holding Chart

COZAD ASSET MANAGEMENT INC AAPL ($213.12) 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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