Number of Shares
57,832.00
Current Holdings Value*
$14.48 Mil
% of Portfolio
0.63%
Total Estimate Gain
$7.70 Mil
% of Total Estimate Gain
54.16%

Carlson Capital Management's Apple Inc Holding Summary

As of 2024-12-31, Carlson Capital Management held 57,832.00 shares of Apple Inc(AAPL), totaling $14.48 Mil. This investment constitutes 0.63% of their stock portfolio, and Carlson Capital Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q3. And since then Carlson Capital Management has made 25 purchases of AAPL, at an average price of $100.12, for a total of 141,913.00 shares. In addition, there have been 19 sales at an average price of $115.27 for 84,081.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Carlson Capital Management's estimated gain on his AAPL holdings is $7.70 Mil, reflecting a 54.16% gain to date.

Carlson Capital Management AAPL ($211.16) Holding Chart

Carlson Capital Management AAPL ($211.16) 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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