Number of Shares
614,888.00
Current Holdings Value*
$126.16 Mil
% of Portfolio
7.28%
Total Estimate Gain
$137.31 Mil
% of Total Estimate Gain
230.62%

MOGY JOEL R INVESTMENT COUNSEL INC's Apple Inc Holding Summary

As of 2025-06-30, MOGY JOEL R INVESTMENT COUNSEL INC held 614,888.00 shares of Apple Inc(AAPL), totaling $126.16 Mil. This investment constitutes 7.28% of their stock portfolio, and MOGY JOEL R INVESTMENT COUNSEL INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then MOGY JOEL R INVESTMENT COUNSEL INC has made 7 purchases of AAPL, at an average price of $32.98, for a total of 1.81 Mil shares. In addition, there have been 30 sales at an average price of $56.28 for 1.19 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, MOGY JOEL R INVESTMENT COUNSEL INC's estimated gain on his AAPL holdings is $137.31 Mil, reflecting a 230.62% gain to date.

MOGY JOEL R INVESTMENT COUNSEL INC AAPL ($211.18) Holding Chart

MOGY JOEL R INVESTMENT COUNSEL INC 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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