Number of Shares
22,810.00
Current Holdings Value*
$5.71 Mil
% of Portfolio
0.51%
Total Estimate Gain
$3.89 Mil
% of Total Estimate Gain
61.96%

Campbell Wealth Management's Apple Inc Holding Summary

As of 2024-12-31, Campbell Wealth Management held 22,810.00 shares of Apple Inc(AAPL), totaling $5.71 Mil. This investment constitutes 0.51% of their stock portfolio, and Campbell Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Campbell Wealth Management has made 9 purchases of AAPL, at an average price of $116.70, for a total of 53,857.00 shares. In addition, there have been 15 sales at an average price of $170.99 for 31,047.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Campbell Wealth Management's estimated gain on his AAPL holdings is $3.89 Mil, reflecting a 61.96% gain to date.

Campbell Wealth Management AAPL ($213.55) Holding Chart

Campbell Wealth Management 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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