Number of Shares
78,156.00
Current Holdings Value*
$17.36 Mil
% of Portfolio
5.92%
Total Estimate Gain
$10.95 Mil
% of Total Estimate Gain
7.76%

Empirical Asset Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Empirical Asset Management, LLC held 78,156.00 shares of Apple Inc(AAPL), totaling $17.36 Mil. This investment constitutes 5.92% of their stock portfolio, and Empirical Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Empirical Asset Management, LLC has made 7 purchases of AAPL, at an average price of $203.95, for a total of 692,240.00 shares. In addition, there have been 6 sales at an average price of $221.28 for 614,084.00 shares. Based on historical transaction data and AAPL's current price of $207.91, Empirical Asset Management, LLC's estimated gain on his AAPL holdings is $10.95 Mil, reflecting a 7.76% gain to date.

Empirical Asset Management, LLC AAPL ($207.91) Holding Chart

Empirical Asset Management, LLC AAPL ($207.91) 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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