Concorde Asset Management, LLC AAPL Holdings History
Concorde Asset Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 15,704.00 shares of Apple Inc(AAPL), totaling $3.07 Mil. This investment constitutes 1.65% of their stock portfolio, and Concorde Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q4. And since then Concorde Asset Management, LLC has made 17 purchases of AAPL, at an average price of $57.24, for a total of 111,395.00 shares. In addition, there have been 14 sales at an average price of $74.00 for 95,691.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Concorde Asset Management, LLC's estimated gain on his AAPL holdings is $4.07 Mil, reflecting a 63.88% gain to date.
Concorde Asset Management, LLC AAPL ($214.40) Holding Chart
Concorde 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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