J.P. Marvel Investment Advisors, LLC AAPL Holdings History
J.P. Marvel Investment Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, J.P. Marvel Investment Advisors, LLC held 185,707.00 shares of Apple Inc(AAPL), totaling $41.25 Mil. This investment constitutes 7.14% of their stock portfolio, and J.P. Marvel Investment Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then J.P. Marvel Investment Advisors, LLC has made 6 purchases of AAPL, at an average price of $87.77, for a total of 454,796.00 shares. In addition, there have been 25 sales at an average price of $145.70 for 269,089.00 shares. Based on historical transaction data and AAPL's current price of $211.14, J.P. Marvel Investment Advisors, LLC's estimated gain on his AAPL holdings is $38.50 Mil, reflecting a 96.45% gain to date.
J.P. Marvel Investment Advisors, LLC AAPL ($211.14) Holding Chart
J.P. Marvel Investment Advisors, LLC AAPL ($211.14) 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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