Number of Shares
464,372.00
Current Holdings Value*
$95.28 Mil
% of Portfolio
5.35%
Total Estimate Gain
$130.10 Mil
% of Total Estimate Gain
242.91%

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

As of 2025-06-30, SMITH CHAS P & ASSOCIATES PA CPAS held 464,372.00 shares of Apple Inc(AAPL), totaling $95.28 Mil. This investment constitutes 5.35% 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 23 sales at an average price of $40.15 for 2.13 Mil shares. Based on historical transaction data and AAPL's current price of $211.32, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his AAPL holdings is $130.10 Mil, reflecting a 242.91% gain to date.

SMITH CHAS P & ASSOCIATES PA CPAS AAPL ($211.32) Holding Chart

SMITH CHAS P & ASSOCIATES PA CPAS AAPL ($211.32) 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 %

Top Ranked Articles

  • 1