Number of Shares
69,156.00
Current Holdings Value*
$15.36 Mil
% of Portfolio
11.75%
Total Estimate Gain
$16.25 Mil
% of Total Estimate Gain
388.76%

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Apple Inc Holding Summary

As of 2025-03-31, CHARTER RESEARCH & INVESTMENT GROUP, INC. held 69,156.00 shares of Apple Inc(AAPL), totaling $15.36 Mil. This investment constitutes 11.75% of their stock portfolio, and CHARTER RESEARCH & INVESTMENT GROUP, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2015Q1. And since then CHARTER RESEARCH & INVESTMENT GROUP, INC. has made 4 purchases of AAPL, at an average price of $31.32, for a total of 133,412.00 shares. In addition, there have been 25 sales at an average price of $93.33 for 64,256.00 shares. Based on historical transaction data and AAPL's current price of $208.62, CHARTER RESEARCH & INVESTMENT GROUP, INC.'s estimated gain on his AAPL holdings is $16.25 Mil, reflecting a 388.76% gain to date.

CHARTER RESEARCH & INVESTMENT GROUP, INC. AAPL ($208.62) Holding Chart

CHARTER RESEARCH & INVESTMENT GROUP, INC. AAPL ($208.62) 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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