Number of Shares
244,503.00
Current Holdings Value*
$54.31 Mil
% of Portfolio
3.64%
Total Estimate Gain
$73.77 Mil
% of Total Estimate Gain
372.81%
S&CO INC's Apple Inc Holding Summary
As of 2025-03-31, S&CO INC held 244,503.00 shares of Apple Inc(AAPL), totaling $54.31 Mil. This investment constitutes 3.64% of their stock portfolio, and S&CO INC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then S&CO INC has made 11 purchases of AAPL, at an average price of $36.53, for a total of 541,718.00 shares. In addition, there have been 22 sales at an average price of $141.04 for 297,215.00 shares. Based on historical transaction data and AAPL's current price of $211.18, S&CO INC's estimated gain on his AAPL holdings is $73.77 Mil, reflecting a 372.81% gain to date.
S&CO INC AAPL ($211.18) Holding Chart
S&CO INC AAPL ($211.18) 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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