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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