Number of Shares
76,590.00
Current Holdings Value*
$17.01 Mil
% of Portfolio
3.51%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
12.31%

Portfolio Design Labs, LLC's Apple Inc Holding Summary

As of 2025-03-31, Portfolio Design Labs, LLC held 76,590.00 shares of Apple Inc(AAPL), totaling $17.01 Mil. This investment constitutes 3.51% of their stock portfolio, and Portfolio Design Labs, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Portfolio Design Labs, LLC has made 3 purchases of AAPL, at an average price of $194.14, for a total of 105,457.00 shares. In addition, there have been 2 sales at an average price of $229.91 for 28,867.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Portfolio Design Labs, LLC's estimated gain on his AAPL holdings is $2.52 Mil, reflecting a 12.31% gain to date.

Portfolio Design Labs, LLC AAPL ($213.55) Holding Chart

Portfolio Design Labs, LLC AAPL ($213.55) 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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