Number of Shares
60,545.00
Current Holdings Value*
$13.45 Mil
% of Portfolio
3.05%
Total Estimate Gain
$903,767.62
% of Total Estimate Gain
2.86%

Capital Management Associates, Inc's Apple Inc Holding Summary

As of 2025-03-31, Capital Management Associates, Inc held 60,545.00 shares of Apple Inc(AAPL), totaling $13.45 Mil. This investment constitutes 3.05% of their stock portfolio, and Capital Management Associates, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Capital Management Associates, Inc has made 3 purchases of AAPL, at an average price of $190.15, for a total of 165,894.00 shares. In addition, there have been 2 sales at an average price of $186.65 for 105,349.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Capital Management Associates, Inc's estimated gain on his AAPL holdings is $903,767.62, reflecting a 2.86% gain to date.

Capital Management Associates, Inc AAPL ($211.18) Holding Chart

Capital Management Associates, Inc 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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