Number of Shares
34,126.00
Current Holdings Value*
$7.59 Mil
% of Portfolio
3.05%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
16.15%

Select Asset Management & Trust's Apple Inc Holding Summary

As of 2025-03-31, Select Asset Management & Trust held 34,126.00 shares of Apple Inc(AAPL), totaling $7.59 Mil. This investment constitutes 3.05% of their stock portfolio, and Select Asset Management & Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Select Asset Management & Trust has made 7 purchases of AAPL, at an average price of $33.28, for a total of 526,350.00 shares. In addition, there have been 13 sales at an average price of $26.82 for 492,224.00 shares. Based on historical transaction data and AAPL's current price of $209.46, Select Asset Management & Trust's estimated gain on his AAPL holdings is $2.83 Mil, reflecting a 16.15% gain to date.

Select Asset Management & Trust AAPL ($209.46) Holding Chart

Select Asset Management & Trust AAPL ($209.46) 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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