Smartleaf Asset Management LLC AAPL Holdings History
Number of Shares
166,472.00
Current Holdings Value*
$36.27 Mil
% of Portfolio
3.5%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
5.28%
Smartleaf Asset Management LLC's Apple Inc Holding Summary
As of 2025-03-31, Smartleaf Asset Management LLC held 166,472.00 shares of Apple Inc(AAPL), totaling $36.27 Mil. This investment constitutes 3.5% of their stock portfolio, and Smartleaf Asset Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Smartleaf Asset Management LLC has made 5 purchases of AAPL, at an average price of $202.71, for a total of 166,472.00 shares. Based on historical transaction data and AAPL's current price of $213.41, Smartleaf Asset Management LLC's estimated gain on his AAPL holdings is $1.78 Mil, reflecting a 5.28% gain to date.
Smartleaf Asset Management LLC AAPL ($213.41) Holding Chart
Smartleaf Asset Management LLC AAPL ($213.41) 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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