Number of Shares
34,287.00
Current Holdings Value*
$7.62 Mil
% of Portfolio
1.62%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
10.94%

MILESTONE ASSET MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 34,287.00 shares of Apple Inc(AAPL), totaling $7.62 Mil. This investment constitutes 1.62% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 6 purchases of AAPL, at an average price of $194.47, for a total of 69,767.00 shares. In addition, there have been 3 sales at an average price of $218.94 for 35,480.00 shares. Based on historical transaction data and AAPL's current price of $212.44, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his AAPL holdings is $1.48 Mil, reflecting a 10.94% gain to date.

MILESTONE ASSET MANAGEMENT, LLC AAPL ($212.44) Holding Chart

MILESTONE ASSET MANAGEMENT, LLC AAPL ($212.44) 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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