Charter Oak Capital Management, LLC AAPL Holdings History
Charter Oak Capital Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Charter Oak Capital Management, LLC held 76,406.00 shares of Apple Inc(AAPL), totaling $15.68 Mil. This investment constitutes 1.32% of their stock portfolio, and Charter Oak Capital Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Charter Oak Capital Management, LLC has made 9 purchases of AAPL, at an average price of $133.52, for a total of 88,497.00 shares. In addition, there have been 9 sales at an average price of $188.05 for 12,091.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Charter Oak Capital Management, LLC's estimated gain on his AAPL holdings is $6.79 Mil, reflecting a 57.46% gain to date.
Charter Oak Capital Management, LLC AAPL ($213.76) Holding Chart
Charter Oak Capital Management, LLC AAPL ($213.76) 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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