Number of Shares
7,348.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
0.66%
Total Estimate Gain
$5.78 Mil
% of Total Estimate Gain
30.28%

Verity Asset Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Verity Asset Management, Inc. held 7,348.00 shares of Apple Inc(AAPL), totaling $1.63 Mil. This investment constitutes 0.66% of their stock portfolio, and Verity Asset Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Verity Asset Management, Inc. has made 18 purchases of AAPL, at an average price of $70.69, for a total of 270,144.00 shares. In addition, there have been 16 sales at an average price of $88.77 for 262,796.00 shares. Based on historical transaction data and AAPL's current price of $210.82, Verity Asset Management, Inc.'s estimated gain on his AAPL holdings is $5.78 Mil, reflecting a 30.28% gain to date.

Verity Asset Management, Inc. AAPL ($210.82) Holding Chart

Verity Asset Management, Inc. AAPL ($210.82) 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 %

Top Ranked Articles

  • 1