Number of Shares
154,583.00
Current Holdings Value*
$34.34 Mil
% of Portfolio
4.37%
Total Estimate Gain
$42.21 Mil
% of Total Estimate Gain
458.36%

CABOT WEALTH MANAGEMENT INC's Apple Inc Holding Summary

As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held 154,583.00 shares of Apple Inc(AAPL), totaling $34.34 Mil. This investment constitutes 4.37% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then CABOT WEALTH MANAGEMENT INC has made 14 purchases of AAPL, at an average price of $24.72, for a total of 372,473.00 shares. In addition, there have been 22 sales at an average price of $86.15 for 217,890.00 shares. Based on historical transaction data and AAPL's current price of $211.18, CABOT WEALTH MANAGEMENT INC's estimated gain on his AAPL holdings is $42.21 Mil, reflecting a 458.36% gain to date.

CABOT WEALTH MANAGEMENT INC AAPL ($211.18) Holding Chart

CABOT WEALTH MANAGEMENT INC AAPL ($211.18) 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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