CSM Advisors, LLC AAPL Holdings History
Number of Shares
173,630.00
Current Holdings Value*
$38.57 Mil
% of Portfolio
2.29%
Total Estimate Gain
$22.66 Mil
% of Total Estimate Gain
25.10%
CSM Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, CSM Advisors, LLC held 173,630.00 shares of Apple Inc(AAPL), totaling $38.57 Mil. This investment constitutes 2.29% of their stock portfolio, and CSM Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then CSM Advisors, LLC has made 4 purchases of AAPL, at an average price of $161.98, for a total of 557,272.00 shares. In addition, there have been 12 sales at an average price of $198.77 for 383,642.00 shares. Based on historical transaction data and AAPL's current price of $211.18, CSM Advisors, LLC's estimated gain on his AAPL holdings is $22.66 Mil, reflecting a 25.10% gain to date.
CSM Advisors, LLC AAPL ($211.18) Holding Chart
CSM Advisors, LLC AAPL ($211.18) 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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