Number of Shares
78,266.00
Current Holdings Value*
$17.39 Mil
% of Portfolio
6.01%
Total Estimate Gain
$17.03 Mil
% of Total Estimate Gain
192.92%

Neumann Capital Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Neumann Capital Management, LLC held 78,266.00 shares of Apple Inc(AAPL), totaling $17.39 Mil. This investment constitutes 6.01% of their stock portfolio, and Neumann Capital Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q4. And since then Neumann Capital Management, LLC has made 8 purchases of AAPL, at an average price of $45.89, for a total of 192,375.00 shares. In addition, there have been 23 sales at an average price of $88.76 for 114,109.00 shares. Based on historical transaction data and AAPL's current price of $201.01, Neumann Capital Management, LLC's estimated gain on his AAPL holdings is $17.03 Mil, reflecting a 192.92% gain to date.

Neumann Capital Management, LLC AAPL ($201.01) Holding Chart

Neumann Capital Management, LLC AAPL ($201.01) 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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