Synergy Asset Management, LLC AAPL Holdings History
Synergy Asset Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Synergy Asset Management, LLC held 175,777.00 shares of Apple Inc(AAPL), totaling $39.05 Mil. This investment constitutes 4.92% of their stock portfolio, and Synergy Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Synergy Asset Management, LLC has made 10 purchases of AAPL, at an average price of $155.05, for a total of 422,405.00 shares. In addition, there have been 7 sales at an average price of $159.92 for 246,628.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Synergy Asset Management, LLC's estimated gain on his AAPL holdings is $10.70 Mil, reflecting a 16.34% gain to date.
Synergy Asset Management, LLC AAPL ($209.11) Holding Chart
Synergy Asset Management, 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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