Number of Shares
25,383.00
Current Holdings Value*
$5.21 Mil
% of Portfolio
3.95%
Total Estimate Gain
$-397,929.95
% of Total Estimate Gain
-6.83%

Sunbeam Capital Management, LLC's Apple Inc Holding Summary

As of 2025-06-30, Sunbeam Capital Management, LLC held 25,383.00 shares of Apple Inc(AAPL), totaling $5.21 Mil. This investment constitutes 3.95% of their stock portfolio, and Sunbeam Capital Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Sunbeam Capital Management, LLC has made 2 purchases of AAPL, at an average price of $229.50, for a total of 25,383.00 shares. Based on historical transaction data and AAPL's current price of $213.82, Sunbeam Capital Management, LLC's estimated gain on his AAPL holdings is $-397,929.95, reflecting a -6.83% gain to date.

Sunbeam Capital Management, LLC AAPL ($213.82) Holding Chart

Sunbeam Capital Management, LLC AAPL ($213.82) 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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