Number of Shares
47,282.00
Current Holdings Value*
$10.50 Mil
% of Portfolio
11.57%
Total Estimate Gain
$-1.01 Mil
% of Total Estimate Gain
-9.07%

Haven Capital Group, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Haven Capital Group, Inc. held 47,282.00 shares of Apple Inc(AAPL), totaling $10.50 Mil. This investment constitutes 11.57% of their stock portfolio, and Haven Capital Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Haven Capital Group, Inc. has made 1 purchases of AAPL, at an average price of $235.79, for a total of 47,282.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Haven Capital Group, Inc.'s estimated gain on his AAPL holdings is $-1.01 Mil, reflecting a -9.07% gain to date.

Haven Capital Group, Inc. AAPL ($214.40) Holding Chart

Haven Capital Group, Inc. AAPL ($214.40) 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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