Number of Shares
405,162.00
Current Holdings Value*
$90.00 Mil
% of Portfolio
4.08%
Total Estimate Gain
$73.26 Mil
% of Total Estimate Gain
297.42%

Joel Isaacson & Co., LLC's Apple Inc Holding Summary

As of 2025-03-31, Joel Isaacson & Co., LLC held 405,162.00 shares of Apple Inc(AAPL), totaling $90.00 Mil. This investment constitutes 4.08% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2012Q4. And since then Joel Isaacson & Co., LLC has made 26 purchases of AAPL, at an average price of $45.24, for a total of 544,443.00 shares. In addition, there have been 22 sales at an average price of $91.91 for 139,281.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Joel Isaacson & Co., LLC's estimated gain on his AAPL holdings is $73.26 Mil, reflecting a 297.42% gain to date.

Joel Isaacson & Co., LLC AAPL ($210.02) Holding Chart

Joel Isaacson & Co., LLC 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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