Number of Shares
116,099.00
Current Holdings Value*
$23.82 Mil
% of Portfolio
3.89%
Total Estimate Gain
$4.61 Mil
% of Total Estimate Gain
15.28%

James J. Burns & Company, LLC's Apple Inc Holding Summary

As of 2025-06-30, James J. Burns & Company, LLC held 116,099.00 shares of Apple Inc(AAPL), totaling $23.82 Mil. This investment constitutes 3.89% of their stock portfolio, and James J. Burns & Company, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 6 purchases of AAPL, at an average price of $173.94, for a total of 173,349.00 shares. In addition, there have been 5 sales at an average price of $181.91 for 57,250.00 shares. Based on historical transaction data and AAPL's current price of $209.71, James J. Burns & Company, LLC's estimated gain on his AAPL holdings is $4.61 Mil, reflecting a 15.28% gain to date.

James J. Burns & Company, LLC AAPL ($209.71) Holding Chart

James J. Burns & Company, LLC AAPL ($209.71) 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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