Number of Shares
73,938.00
Current Holdings Value*
$16.42 Mil
% of Portfolio
3.75%
Total Estimate Gain
$15.00 Mil
% of Total Estimate Gain
58.04%

Calton & Associates, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Calton & Associates, Inc. held 73,938.00 shares of Apple Inc(AAPL), totaling $16.42 Mil. This investment constitutes 3.75% of their stock portfolio, and Calton & Associates, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Calton & Associates, Inc. has made 11 purchases of AAPL, at an average price of $104.06, for a total of 248,344.00 shares. In addition, there have been 17 sales at an average price of $143.64 for 174,406.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Calton & Associates, Inc.'s estimated gain on his AAPL holdings is $15.00 Mil, reflecting a 58.04% gain to date.

Calton & Associates, Inc. AAPL ($213.55) Holding Chart

Calton & Associates, 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 %

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