Number of Shares
36,240.00
Current Holdings Value*
$4.71 Mil
% of Portfolio
6.5%
Total Estimate Gain
$3.79 Mil
% of Total Estimate Gain
57.05%

Capital Financial Services, LLC's Apple Inc Holding Summary

As of 2022-12-31, Capital Financial Services, LLC held 36,240.00 shares of Apple Inc(AAPL), totaling $4.71 Mil. This investment constitutes 6.5% of their stock portfolio, and Capital Financial Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. In addition, there have been 3 sales at an average price of $146.85 for 18,880.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Capital Financial Services, LLC's estimated gain on his AAPL holdings is $3.79 Mil, reflecting a 57.05% gain to date.

Capital Financial Services, LLC AAPL ($211.18) Holding Chart

Capital Financial Services, 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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