Capstone Financial Advisors, Inc. AAPL Holdings History
Capstone Financial Advisors, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 149,258.00 shares of Apple Inc(AAPL), totaling $33.15 Mil. This investment constitutes 2.08% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Capstone Financial Advisors, Inc. has made 8 purchases of AAPL, at an average price of $24.81, for a total of 326,660.00 shares. In addition, there have been 28 sales at an average price of $74.25 for 177,402.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Capstone Financial Advisors, Inc.'s estimated gain on his AAPL holdings is $35.08 Mil, reflecting a 432.76% gain to date.
Capstone Financial Advisors, Inc. AAPL ($201.08) Holding Chart
Capstone Financial Advisors, Inc. AAPL ($201.08) 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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