Number of Shares
48,362.00
Current Holdings Value*
$10.74 Mil
% of Portfolio
5.88%
Total Estimate Gain
$7.59 Mil
% of Total Estimate Gain
57.91%

Carl P. Sherr & Co., LLC's Apple Inc Holding Summary

As of 2025-03-31, Carl P. Sherr & Co., LLC held 48,362.00 shares of Apple Inc(AAPL), totaling $10.74 Mil. This investment constitutes 5.88% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Carl P. Sherr & Co., LLC has made 7 purchases of AAPL, at an average price of $111.65, for a total of 117,359.00 shares. In addition, there have been 13 sales at an average price of $151.87 for 68,997.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Carl P. Sherr & Co., LLC's estimated gain on his AAPL holdings is $7.59 Mil, reflecting a 57.91% gain to date.

Carl P. Sherr & Co., LLC AAPL ($211.18) Holding Chart

Carl P. Sherr & Co., LLC AAPL ($211.18) 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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