Number of Shares
111,177.00
Current Holdings Value*
$24.70 Mil
% of Portfolio
10.02%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
8.73%

Costello Asset Management, INC's Apple Inc Holding Summary

As of 2025-03-31, Costello Asset Management, INC held 111,177.00 shares of Apple Inc(AAPL), totaling $24.70 Mil. This investment constitutes 10.02% of their stock portfolio, and Costello Asset Management, INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Costello Asset Management, INC has made 8 purchases of AAPL, at an average price of $161.77, for a total of 175,036.00 shares. In addition, there have been 13 sales at an average price of $114.49 for 63,859.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Costello Asset Management, INC's estimated gain on his AAPL holdings is $2.47 Mil, reflecting a 8.73% gain to date.

Costello Asset Management, INC AAPL ($211.18) Holding Chart

Costello Asset Management, INC 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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