Number of Shares
295,831.00
Current Holdings Value*
$65.71 Mil
% of Portfolio
4.74%
Total Estimate Gain
$57.10 Mil
% of Total Estimate Gain
268.97%

Roundview Capital LLC's Apple Inc Holding Summary

As of 2025-03-31, Roundview Capital LLC held 295,831.00 shares of Apple Inc(AAPL), totaling $65.71 Mil. This investment constitutes 4.74% of their stock portfolio, and Roundview Capital LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Roundview Capital LLC has made 23 purchases of AAPL, at an average price of $31.22, for a total of 679,830.00 shares. In addition, there have been 13 sales at an average price of $49.66 for 383,999.00 shares. Based on historical transaction data and AAPL's current price of $200.30, Roundview Capital LLC's estimated gain on his AAPL holdings is $57.10 Mil, reflecting a 268.97% gain to date.

Roundview Capital LLC AAPL ($200.30) Holding Chart

Roundview Capital LLC AAPL ($200.30) 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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