Number of Shares
30,752.00
Current Holdings Value*
$6.83 Mil
% of Portfolio
3.54%
Total Estimate Gain
$4.84 Mil
% of Total Estimate Gain
79.47%

Beaton Management Co. Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Beaton Management Co. Inc. held 30,752.00 shares of Apple Inc(AAPL), totaling $6.83 Mil. This investment constitutes 3.54% of their stock portfolio, and Beaton Management Co. Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Beaton Management Co. Inc. has made 16 purchases of AAPL, at an average price of $93.37, for a total of 65,293.00 shares. In addition, there have been 8 sales at an average price of $126.62 for 34,541.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Beaton Management Co. Inc.'s estimated gain on his AAPL holdings is $4.84 Mil, reflecting a 79.47% gain to date.

Beaton Management Co. Inc. AAPL ($213.55) Holding Chart

Beaton Management Co. Inc. AAPL ($213.55) 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