Number of Shares
100,000.00
Current Holdings Value*
$22.21 Mil
% of Portfolio
3.51%
Total Estimate Gain
$78.29 Mil
% of Total Estimate Gain
15.01%

SUMMIT SECURITIES GROUP LLC's Apple Inc Holding Summary

As of 2025-03-31, SUMMIT SECURITIES GROUP LLC held 100,000.00 shares of Apple Inc(AAPL), totaling $22.21 Mil. This investment constitutes 3.51% of their stock portfolio, and SUMMIT SECURITIES GROUP LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then SUMMIT SECURITIES GROUP LLC has made 15 purchases of AAPL, at an average price of $59.98, for a total of 8.70 Mil shares. In addition, there have been 21 sales at an average price of $67.54 for 8.61 Mil shares. Based on historical transaction data and AAPL's current price of $213.76, SUMMIT SECURITIES GROUP LLC's estimated gain on his AAPL holdings is $78.29 Mil, reflecting a 15.01% gain to date.

SUMMIT SECURITIES GROUP LLC AAPL ($213.76) Holding Chart

SUMMIT SECURITIES GROUP LLC AAPL ($213.76) 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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