Number of Shares
427,833.00
Current Holdings Value*
$95.03 Mil
% of Portfolio
6.3%
Total Estimate Gain
$121.48 Mil
% of Total Estimate Gain
327.60%

MERITAGE PORTFOLIO MANAGEMENT's Apple Inc Holding Summary

As of 2025-03-31, MERITAGE PORTFOLIO MANAGEMENT held 427,833.00 shares of Apple Inc(AAPL), totaling $95.03 Mil. This investment constitutes 6.3% of their stock portfolio, and MERITAGE PORTFOLIO MANAGEMENT now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then MERITAGE PORTFOLIO MANAGEMENT has made 12 purchases of AAPL, at an average price of $29.33, for a total of 1.26 Mil shares. In addition, there have been 25 sales at an average price of $81.53 for 836,555.00 shares. Based on historical transaction data and AAPL's current price of $211.18, MERITAGE PORTFOLIO MANAGEMENT's estimated gain on his AAPL holdings is $121.48 Mil, reflecting a 327.60% gain to date.

MERITAGE PORTFOLIO MANAGEMENT AAPL ($211.18) Holding Chart

MERITAGE PORTFOLIO MANAGEMENT AAPL ($211.18) 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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