MONTAG A & ASSOCIATES INC AAPL Holdings History

Number of Shares

310,595.00

$68.99 Mil

% of Portfolio

3.45%

Total Estimate Gain

$59.54 Mil

% of Total Estimate Gain

229.21%

MONTAG A & ASSOCIATES INC's Apple Inc Holding Summary

As of 2025-03-31, MONTAG A & ASSOCIATES INC held 310,595.00 shares of Apple Inc(AAPL), totaling $68.99 Mil. This investment constitutes 3.45% of their stock portfolio, and MONTAG A & ASSOCIATES INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then MONTAG A & ASSOCIATES INC has made 12 purchases of AAPL, at an average price of $49.10, for a total of 529,076.00 shares. In addition, there have been 23 sales at an average price of $91.20 for 218,481.00 shares. Based on historical transaction data and AAPL's current price of $211.18, MONTAG A & ASSOCIATES INC's estimated gain on his AAPL holdings is $59.54 Mil, reflecting a 229.21% gain to date.

MONTAG A & ASSOCIATES INC AAPL ($211.18) Holding Chart

MONTAG A & ASSOCIATES INC AAPL ($211.18) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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