Number of Shares
47,886.00
Current Holdings Value*
$9.82 Mil
% of Portfolio
4.5%
Total Estimate Gain
$4.01 Mil
% of Total Estimate Gain
39.34%

CALDWELL SUTTER CAPITAL, INC.'s Apple Inc Holding Summary

As of 2025-06-30, CALDWELL SUTTER CAPITAL, INC. held 47,886.00 shares of Apple Inc(AAPL), totaling $9.82 Mil. This investment constitutes 4.5% of their stock portfolio, and CALDWELL SUTTER CAPITAL, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then CALDWELL SUTTER CAPITAL, INC. has made 5 purchases of AAPL, at an average price of $149.53, for a total of 68,130.00 shares. In addition, there have been 5 sales at an average price of $194.06 for 20,244.00 shares. Based on historical transaction data and AAPL's current price of $214.40, CALDWELL SUTTER CAPITAL, INC.'s estimated gain on his AAPL holdings is $4.01 Mil, reflecting a 39.34% gain to date.

CALDWELL SUTTER CAPITAL, INC. AAPL ($214.40) Holding Chart

CALDWELL SUTTER CAPITAL, INC. 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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