Lipe & Dalton AAPL Holdings History

Number of Shares
71,998.00
Current Holdings Value*
$15.99 Mil
% of Portfolio
8.95%
Total Estimate Gain
$18.71 Mil
% of Total Estimate Gain
398.25%

Lipe & Dalton's Apple Inc Holding Summary

As of 2025-03-31, Lipe & Dalton held 71,998.00 shares of Apple Inc(AAPL), totaling $15.99 Mil. This investment constitutes 8.95% of their stock portfolio, and Lipe & Dalton now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Lipe & Dalton has made 9 purchases of AAPL, at an average price of $32.55, for a total of 144,319.00 shares. In addition, there have been 26 sales at an average price of $114.63 for 72,321.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Lipe & Dalton's estimated gain on his AAPL holdings is $18.71 Mil, reflecting a 398.25% gain to date.

Lipe & Dalton AAPL ($209.95) Holding Chart

Lipe & Dalton AAPL ($209.95) 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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