Number of Shares
226,744.00
Current Holdings Value*
$50.37 Mil
% of Portfolio
6.18%
Total Estimate Gain
$60.45 Mil
% of Total Estimate Gain
412.51%

Southeast Asset Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Southeast Asset Advisors, LLC held 226,744.00 shares of Apple Inc(AAPL), totaling $50.37 Mil. This investment constitutes 6.18% of their stock portfolio, and Southeast Asset Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Southeast Asset Advisors, LLC has made 14 purchases of AAPL, at an average price of $37.77, for a total of 388,013.00 shares. In addition, there have been 20 sales at an average price of $171.68 for 161,269.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Southeast Asset Advisors, LLC's estimated gain on his AAPL holdings is $60.45 Mil, reflecting a 412.51% gain to date.

Southeast Asset Advisors, LLC AAPL ($209.11) Holding Chart

Southeast Asset Advisors, LLC AAPL ($209.11) 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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