Milestone Asset Management Group, LLC AAPL Holdings History
Number of Shares
19,626.00
Current Holdings Value*
$4.36 Mil
% of Portfolio
3.94%
Total Estimate Gain
$-405,669.42
% of Total Estimate Gain
-8.92%
Milestone Asset Management Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Milestone Asset Management Group, LLC held 19,626.00 shares of Apple Inc(AAPL), totaling $4.36 Mil. This investment constitutes 3.94% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and AAPL's current price of $211.00, Milestone Asset Management Group, LLC's estimated gain on his AAPL holdings is $-405,669.42, reflecting a -8.92% gain to date.
Milestone Asset Management Group, LLC AAPL ($211.00) Holding Chart
Milestone Asset Management Group, LLC AAPL ($211.00) 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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