FORBES J M & CO LLP AAPL Holdings History

Number of Shares
251,774.00
Current Holdings Value*
$55.93 Mil
% of Portfolio
5.42%
Total Estimate Gain
$46.56 Mil
% of Total Estimate Gain
224.38%

FORBES J M & CO LLP's Apple Inc Holding Summary

As of 2025-03-31, FORBES J M & CO LLP held 251,774.00 shares of Apple Inc(AAPL), totaling $55.93 Mil. This investment constitutes 5.42% of their stock portfolio, and FORBES J M & CO LLP now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then FORBES J M & CO LLP has made 22 purchases of AAPL, at an average price of $39.80, for a total of 521,397.00 shares. In addition, there have been 13 sales at an average price of $55.58 for 269,623.00 shares. Based on historical transaction data and AAPL's current price of $207.82, FORBES J M & CO LLP's estimated gain on his AAPL holdings is $46.56 Mil, reflecting a 224.38% gain to date.

FORBES J M & CO LLP AAPL ($207.82) Holding Chart

FORBES J M & CO LLP AAPL ($207.82) 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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