MONTAG & CALDWELL, LLC AAPL Holdings History
MONTAG & CALDWELL, LLC's Apple Inc Holding Summary
As of 2025-03-31, MONTAG & CALDWELL, LLC held 97,104.00 shares of Apple Inc(AAPL), totaling $21.57 Mil. This investment constitutes 5% of their stock portfolio, and MONTAG & CALDWELL, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then MONTAG & CALDWELL, LLC has made 5 purchases of AAPL, at an average price of $48.01, for a total of 2.36 Mil shares. In addition, there have been 16 sales at an average price of $108.58 for 2.27 Mil shares. Based on historical transaction data and AAPL's current price of $201.00, MONTAG & CALDWELL, LLC's estimated gain on his AAPL holdings is $152.17 Mil, reflecting a 134.05% gain to date.
MONTAG & CALDWELL, LLC AAPL ($201.00) Holding Chart
MONTAG & CALDWELL, LLC AAPL ($201.00) 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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