NewEdge Advisors, LLC AAPL Holdings History
NewEdge Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, NewEdge Advisors, LLC held 2.42 Mil shares of Apple Inc(AAPL), totaling $536.76 Mil. This investment constitutes 3.19% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.02% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then NewEdge Advisors, LLC has made 24 purchases of AAPL, at an average price of $136.67, for a total of 4.05 Mil shares. In addition, there have been 3 sales at an average price of $174.21 for 1.64 Mil shares. Based on historical transaction data and AAPL's current price of $214.40, NewEdge Advisors, LLC's estimated gain on his AAPL holdings is $249.30 Mil, reflecting a 44.99% gain to date.
NewEdge Advisors, LLC AAPL ($214.40) Holding Chart
NewEdge Advisors, 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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