CAPTRUST FINANCIAL ADVISORS AAPL Holdings History
CAPTRUST FINANCIAL ADVISORS's Apple Inc Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 6.12 Mil shares of Apple Inc(AAPL), totaling $1.36 Bil. This investment constitutes 3.41% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.04% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then CAPTRUST FINANCIAL ADVISORS has made 25 purchases of AAPL, at an average price of $135.45, for a total of 7.07 Mil shares. In addition, there have been 4 sales at an average price of $169.75 for 954,538.00 shares. Based on historical transaction data and AAPL's current price of $210.02, CAPTRUST FINANCIAL ADVISORS's estimated gain on his AAPL holdings is $488.97 Mil, reflecting a 51.04% gain to date.
CAPTRUST FINANCIAL ADVISORS AAPL ($210.02) Holding Chart
CAPTRUST FINANCIAL ADVISORS AAPL ($210.02) 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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