CJM Wealth Advisers, Ltd. AAPL Holdings History
CJM Wealth Advisers, Ltd.'s Apple Inc Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 21,723.00 shares of Apple Inc(AAPL), totaling $4.46 Mil. This investment constitutes 1.48% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 8 purchases of AAPL, at an average price of $173.94, for a total of 24,433.00 shares. In addition, there have been 6 sales at an average price of $210.59 for 2,710.00 shares. Based on historical transaction data and AAPL's current price of $211.09, CJM Wealth Advisers, Ltd.'s estimated gain on his AAPL holdings is $906,207.12, reflecting a 21.32% gain to date.
CJM Wealth Advisers, Ltd. AAPL ($211.09) Holding Chart
CJM Wealth Advisers, Ltd. AAPL ($211.09) 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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