Number of Shares
189,471.00
Current Holdings Value*
$42.09 Mil
% of Portfolio
3.35%
Total Estimate Gain
$44.08 Mil
% of Total Estimate Gain
319.82%

CORDA Investment Management, LLC.'s Apple Inc Holding Summary

As of 2025-03-31, CORDA Investment Management, LLC. held 189,471.00 shares of Apple Inc(AAPL), totaling $42.09 Mil. This investment constitutes 3.35% of their stock portfolio, and CORDA Investment Management, LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q2. And since then CORDA Investment Management, LLC. has made 14 purchases of AAPL, at an average price of $41.66, for a total of 330,778.00 shares. In addition, there have been 21 sales at an average price of $122.83 for 141,307.00 shares. Based on historical transaction data and AAPL's current price of $213.76, CORDA Investment Management, LLC.'s estimated gain on his AAPL holdings is $44.08 Mil, reflecting a 319.82% gain to date.

CORDA Investment Management, LLC. AAPL ($213.76) Holding Chart

CORDA Investment Management, LLC. AAPL ($213.76) 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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