Number of Shares
67,984.00
Current Holdings Value*
$15.10 Mil
% of Portfolio
10.19%
Total Estimate Gain
$2.19 Mil
% of Total Estimate Gain
17.32%

Councilmark Asset Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Councilmark Asset Management, LLC held 67,984.00 shares of Apple Inc(AAPL), totaling $15.10 Mil. This investment constitutes 10.19% of their stock portfolio, and Councilmark Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q1. And since then Councilmark Asset Management, LLC has made 1 purchases of AAPL, at an average price of $182.34, for a total of 69,329.00 shares. In addition, there have been 3 sales at an average price of $221.99 for 1,345.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Councilmark Asset Management, LLC's estimated gain on his AAPL holdings is $2.19 Mil, reflecting a 17.32% gain to date.

Councilmark Asset Management, LLC AAPL ($213.76) Holding Chart

Councilmark Asset Management, LLC AAPL ($213.76) 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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