Number of Shares
12,154.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
3.82%
Total Estimate Gain
$374,783.91
% of Total Estimate Gain
7.18%

Capitol Family Office, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Capitol Family Office, Inc. held 12,154.00 shares of Apple Inc(AAPL), totaling $2.70 Mil. This investment constitutes 3.82% of their stock portfolio, and Capitol Family Office, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Capitol Family Office, Inc. has made 4 purchases of AAPL, at an average price of $161.33, for a total of 32,343.00 shares. In addition, there have been 6 sales at an average price of $149.88 for 20,189.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Capitol Family Office, Inc.'s estimated gain on his AAPL holdings is $374,783.91, reflecting a 7.18% gain to date.

Capitol Family Office, Inc. AAPL ($211.18) Holding Chart

Capitol Family Office, 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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