Number of Shares
490,969.00
Current Holdings Value*
$109.06 Mil
% of Portfolio
6.34%
Total Estimate Gain
$129.78 Mil
% of Total Estimate Gain
242.30%

SMITH CHAS P & ASSOCIATES PA CPAS's Apple Inc Holding Summary

As of 2025-03-31, SMITH CHAS P & ASSOCIATES PA CPAS held 490,969.00 shares of Apple Inc(AAPL), totaling $109.06 Mil. This investment constitutes 6.34% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 15 purchases of AAPL, at an average price of $20.64, for a total of 2.59 Mil shares. In addition, there have been 22 sales at an average price of $38.10 for 2.10 Mil shares. Based on historical transaction data and AAPL's current price of $210.16, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his AAPL holdings is $129.78 Mil, reflecting a 242.30% gain to date.

SMITH CHAS P & ASSOCIATES PA CPAS AAPL ($210.16) Holding Chart

SMITH CHAS P & ASSOCIATES PA CPAS 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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