Number of Shares
253,189.00
Current Holdings Value*
$56.24 Mil
% of Portfolio
3.44%
Total Estimate Gain
$33.42 Mil
% of Total Estimate Gain
120.64%

Klingman & Associates, LLC's Apple Inc Holding Summary

As of 2025-03-31, Klingman & Associates, LLC held 253,189.00 shares of Apple Inc(AAPL), totaling $56.24 Mil. This investment constitutes 3.44% of their stock portfolio, and Klingman & Associates, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2015Q1. And since then Klingman & Associates, LLC has made 18 purchases of AAPL, at an average price of $89.34, for a total of 310,044.00 shares. In addition, there have been 10 sales at an average price of $123.00 for 56,855.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Klingman & Associates, LLC's estimated gain on his AAPL holdings is $33.42 Mil, reflecting a 120.64% gain to date.

Klingman & Associates, LLC AAPL ($213.76) Holding Chart

Klingman & Associates, LLC AAPL ($213.76) 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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