Capstone Wealth Management Group LLC AAPL Holdings History
Capstone Wealth Management Group LLC's Apple Inc Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 45,063.00 shares of Apple Inc(AAPL), totaling $9.25 Mil. This investment constitutes 6.73% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $223.86 for 2,431.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Capstone Wealth Management Group LLC's estimated gain on his AAPL holdings is $-1.14 Mil, reflecting a -10.18% gain to date.
Capstone Wealth Management Group LLC AAPL ($211.18) Holding Chart
Capstone Wealth Management Group 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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