Number of Shares
87,364.00
Current Holdings Value*
$19.41 Mil
% of Portfolio
2.63%
Total Estimate Gain
$21.17 Mil
% of Total Estimate Gain
226.01%

Moloney Securities Asset Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Moloney Securities Asset Management, LLC held 87,364.00 shares of Apple Inc(AAPL), totaling $19.41 Mil. This investment constitutes 2.63% of their stock portfolio, and Moloney Securities Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Moloney Securities Asset Management, LLC has made 11 purchases of AAPL, at an average price of $56.27, for a total of 166,442.00 shares. In addition, there have been 17 sales at an average price of $149.24 for 79,078.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Moloney Securities Asset Management, LLC's estimated gain on his AAPL holdings is $21.17 Mil, reflecting a 226.01% gain to date.

Moloney Securities Asset Management, LLC AAPL ($214.40) Holding Chart

Moloney Securities Asset Management, LLC AAPL ($214.40) 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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