Number of Shares
18,284.00
Current Holdings Value*
$4.06 Mil
% of Portfolio
3.14%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
44.14%

Campion Asset Management's Apple Inc Holding Summary

As of 2025-03-31, Campion Asset Management held 18,284.00 shares of Apple Inc(AAPL), totaling $4.06 Mil. This investment constitutes 3.14% of their stock portfolio, and Campion Asset Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q1. And since then Campion Asset Management has made 7 purchases of AAPL, at an average price of $135.65, for a total of 21,794.00 shares. In addition, there have been 6 sales at an average price of $145.30 for 3,510.00 shares. Based on historical transaction data and AAPL's current price of $205.17, Campion Asset Management's estimated gain on his AAPL holdings is $1.30 Mil, reflecting a 44.14% gain to date.

Campion Asset Management AAPL ($205.17) Holding Chart

Campion Asset Management AAPL ($205.17) 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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