Number of Shares
138,201.00
Current Holdings Value*
$30.70 Mil
% of Portfolio
4.14%
Total Estimate Gain
$18.32 Mil
% of Total Estimate Gain
29.66%

GREENWOOD CAPITAL ASSOCIATES LLC's Apple Inc Holding Summary

As of 2025-03-31, GREENWOOD CAPITAL ASSOCIATES LLC held 138,201.00 shares of Apple Inc(AAPL), totaling $30.70 Mil. This investment constitutes 4.14% of their stock portfolio, and GREENWOOD CAPITAL ASSOCIATES LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then GREENWOOD CAPITAL ASSOCIATES LLC has made 6 purchases of AAPL, at an average price of $79.84, for a total of 773,493.00 shares. In addition, there have been 14 sales at an average price of $82.29 for 635,292.00 shares. Based on historical transaction data and AAPL's current price of $201.12, GREENWOOD CAPITAL ASSOCIATES LLC's estimated gain on his AAPL holdings is $18.32 Mil, reflecting a 29.66% gain to date.

GREENWOOD CAPITAL ASSOCIATES LLC AAPL ($201.12) Holding Chart

GREENWOOD CAPITAL ASSOCIATES LLC AAPL ($201.12) 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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