Number of Shares
70,832.00
Current Holdings Value*
$15.73 Mil
% of Portfolio
6.6%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
13.36%

HARMONY ASSET MANAGEMENT LLC's Apple Inc Holding Summary

As of 2025-03-31, HARMONY ASSET MANAGEMENT LLC held 70,832.00 shares of Apple Inc(AAPL), totaling $15.73 Mil. This investment constitutes 6.6% of their stock portfolio, and HARMONY ASSET MANAGEMENT LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then HARMONY ASSET MANAGEMENT LLC has made 2 purchases of AAPL, at an average price of $185.28, for a total of 79,988.00 shares. In addition, there have been 3 sales at an average price of $201.14 for 9,156.00 shares. Based on historical transaction data and AAPL's current price of $211.18, HARMONY ASSET MANAGEMENT LLC's estimated gain on his AAPL holdings is $1.98 Mil, reflecting a 13.36% gain to date.

HARMONY ASSET MANAGEMENT LLC AAPL ($211.18) Holding Chart

HARMONY ASSET MANAGEMENT LLC AAPL ($211.18) 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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