Number of Shares
182,116.00
Current Holdings Value*
$40.45 Mil
% of Portfolio
3.76%
Total Estimate Gain
$29.67 Mil
% of Total Estimate Gain
106.20%

United Asset Strategies, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, United Asset Strategies, Inc. held 182,116.00 shares of Apple Inc(AAPL), totaling $40.45 Mil. This investment constitutes 3.76% of their stock portfolio, and United Asset Strategies, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then United Asset Strategies, Inc. has made 25 purchases of AAPL, at an average price of $56.22, for a total of 496,999.00 shares. In addition, there have been 12 sales at an average price of $60.83 for 314,883.00 shares. Based on historical transaction data and AAPL's current price of $211.18, United Asset Strategies, Inc.'s estimated gain on his AAPL holdings is $29.67 Mil, reflecting a 106.20% gain to date.

United Asset Strategies, Inc. AAPL ($211.18) Holding Chart

United Asset Strategies, Inc. AAPL ($211.18) 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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