Number of Shares
26,651.00
Current Holdings Value*
$5.92 Mil
% of Portfolio
3.3%
Total Estimate Gain
$3.08 Mil
% of Total Estimate Gain
43.04%

Guinness Atkinson Asset Management Inc's Apple Inc Holding Summary

As of 2025-03-31, Guinness Atkinson Asset Management Inc held 26,651.00 shares of Apple Inc(AAPL), totaling $5.92 Mil. This investment constitutes 3.3% of their stock portfolio, and Guinness Atkinson Asset Management Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q2. And since then Guinness Atkinson Asset Management Inc has made 2 purchases of AAPL, at an average price of $129.37, for a total of 55,351.00 shares. In addition, there have been 10 sales at an average price of $161.86 for 28,700.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Guinness Atkinson Asset Management Inc's estimated gain on his AAPL holdings is $3.08 Mil, reflecting a 43.04% gain to date.

Guinness Atkinson Asset Management Inc AAPL ($210.02) Holding Chart

Guinness Atkinson Asset Management Inc AAPL ($210.02) 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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