Number of Shares
663,055.00
Current Holdings Value*
$147.28 Mil
% of Portfolio
7.42%
Total Estimate Gain
$106.17 Mil
% of Total Estimate Gain
165.62%

CALAMOS WEALTH MANAGEMENT LLC's Apple Inc Holding Summary

As of 2025-03-31, CALAMOS WEALTH MANAGEMENT LLC held 663,055.00 shares of Apple Inc(AAPL), totaling $147.28 Mil. This investment constitutes 7.42% of their stock portfolio, and CALAMOS WEALTH MANAGEMENT LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then CALAMOS WEALTH MANAGEMENT LLC has made 20 purchases of AAPL, at an average price of $60.13, for a total of 1.07 Mil shares. In addition, there have been 16 sales at an average price of $91.68 for 403,011.00 shares. Based on historical transaction data and AAPL's current price of $201.08, CALAMOS WEALTH MANAGEMENT LLC's estimated gain on his AAPL holdings is $106.17 Mil, reflecting a 165.62% gain to date.

CALAMOS WEALTH MANAGEMENT LLC AAPL ($201.08) Holding Chart

CALAMOS WEALTH MANAGEMENT LLC AAPL ($201.08) 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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