Number of Shares
37,628.00
Current Holdings Value*
$7.72 Mil
% of Portfolio
6.69%
Total Estimate Gain
$2.91 Mil
% of Total Estimate Gain
40.61%

US Asset Management LLC's Apple Inc Holding Summary

As of 2025-06-30, US Asset Management LLC held 37,628.00 shares of Apple Inc(AAPL), totaling $7.72 Mil. This investment constitutes 6.69% of their stock portfolio, and US Asset Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q3. And since then US Asset Management LLC has made 1 purchases of AAPL, at an average price of $147.25, for a total of 48,726.00 shares. In addition, there have been 12 sales at an average price of $182.11 for 11,098.00 shares. Based on historical transaction data and AAPL's current price of $214.40, US Asset Management LLC's estimated gain on his AAPL holdings is $2.91 Mil, reflecting a 40.61% gain to date.

US Asset Management LLC AAPL ($214.40) Holding Chart

US Asset Management LLC AAPL ($214.40) 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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