Kovitz Investment Group Partners, LLC AAPL Holdings History
Kovitz Investment Group Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 2.48 Mil shares of Apple Inc(AAPL), totaling $551.34 Mil. This investment constitutes 2.77% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0.02% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Kovitz Investment Group Partners, LLC has made 10 purchases of AAPL, at an average price of $123.50, for a total of 5.96 Mil shares. In addition, there have been 18 sales at an average price of $133.69 for 3.48 Mil shares. Based on historical transaction data and AAPL's current price of $213.76, Kovitz Investment Group Partners, LLC's estimated gain on his AAPL holdings is $259.42 Mil, reflecting a 35.26% gain to date.
Kovitz Investment Group Partners, LLC AAPL ($213.76) Holding Chart
Kovitz Investment Group Partners, 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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