Number of Shares
14,939.00
Current Holdings Value*
$3.32 Mil
% of Portfolio
3.17%
Total Estimate Gain
$-366,893.61
% of Total Estimate Gain
-10.42%

Sherman Asset Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Sherman Asset Management, Inc. held 14,939.00 shares of Apple Inc(AAPL), totaling $3.32 Mil. This investment constitutes 3.17% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Sherman Asset Management, Inc. has made 1 purchases of AAPL, at an average price of $235.72, for a total of 14,939.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Sherman Asset Management, Inc.'s estimated gain on his AAPL holdings is $-366,893.61, reflecting a -10.42% gain to date.

Sherman Asset Management, Inc. AAPL ($211.16) Holding Chart

Sherman Asset Management, Inc. AAPL ($211.16) 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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