Number of Shares
521,052.00
Current Holdings Value*
$115.74 Mil
% of Portfolio
3.46%
Total Estimate Gain
$38.49 Mil
% of Total Estimate Gain
39.75%

RITHOLTZ WEALTH MANAGEMENT's Apple Inc Holding Summary

As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 521,052.00 shares of Apple Inc(AAPL), totaling $115.74 Mil. This investment constitutes 3.46% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then RITHOLTZ WEALTH MANAGEMENT has made 19 purchases of AAPL, at an average price of $135.61, for a total of 714,052.00 shares. In addition, there have been 9 sales at an average price of $133.77 for 193,000.00 shares. Based on historical transaction data and AAPL's current price of $210.16, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his AAPL holdings is $38.49 Mil, reflecting a 39.75% gain to date.

RITHOLTZ WEALTH MANAGEMENT AAPL ($210.16) Holding Chart

RITHOLTZ WEALTH MANAGEMENT AAPL ($210.16) 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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