Duncan Williams Asset Management, LLC AAPL Holdings History
Duncan Williams Asset Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Duncan Williams Asset Management, LLC held 57,301.00 shares of Apple Inc(AAPL), totaling $12.73 Mil. This investment constitutes 4.6% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q1. And since then Duncan Williams Asset Management, LLC has made 3 purchases of AAPL, at an average price of $220.32, for a total of 57,902.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 601.00 shares. Based on historical transaction data and AAPL's current price of $211.25, Duncan Williams Asset Management, LLC's estimated gain on his AAPL holdings is $-512,759.23, reflecting a -4.02% gain to date.
Duncan Williams Asset Management, LLC AAPL ($211.25) Holding Chart
Duncan Williams Asset Management, LLC AAPL ($211.25) 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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