Number of Shares
85,097.00
Current Holdings Value*
$18.87 Mil
% of Portfolio
12.57%
Total Estimate Gain
$4.86 Mil
% of Total Estimate Gain
25.41%

Carroll Investors, Inc's Apple Inc Holding Summary

As of 2025-03-31, Carroll Investors, Inc held 85,097.00 shares of Apple Inc(AAPL), totaling $18.87 Mil. This investment constitutes 12.57% of their stock portfolio, and Carroll Investors, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Carroll Investors, Inc has made 3 purchases of AAPL, at an average price of $159.33, for a total of 120,117.00 shares. In addition, there have been 10 sales at an average price of $166.41 for 35,020.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Carroll Investors, Inc's estimated gain on his AAPL holdings is $4.86 Mil, reflecting a 25.41% gain to date.

Carroll Investors, Inc AAPL ($213.55) Holding Chart

Carroll Investors, Inc AAPL ($213.55) 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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