Number of Shares
155,943.00
Current Holdings Value*
$34.64 Mil
% of Portfolio
5.77%
Total Estimate Gain
$14.04 Mil
% of Total Estimate Gain
28.74%

KAVAR CAPITAL PARTNERS GROUP, LLC's Apple Inc Holding Summary

As of 2025-03-31, KAVAR CAPITAL PARTNERS GROUP, LLC held 155,943.00 shares of Apple Inc(AAPL), totaling $34.64 Mil. This investment constitutes 5.77% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 8 purchases of AAPL, at an average price of $153.16, for a total of 318,922.00 shares. In addition, there have been 9 sales at an average price of $181.51 for 162,979.00 shares. Based on historical transaction data and AAPL's current price of $213.55, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his AAPL holdings is $14.04 Mil, reflecting a 28.74% gain to date.

KAVAR CAPITAL PARTNERS GROUP, LLC AAPL ($213.55) Holding Chart

KAVAR CAPITAL PARTNERS GROUP, LLC 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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