CWC Advisors, LLC. AAPL Holdings History
Number of Shares
28,012.00
Current Holdings Value*
$6.22 Mil
% of Portfolio
3.54%
Total Estimate Gain
$-397,582.79
% of Total Estimate Gain
-6.08%
CWC Advisors, LLC.'s Apple Inc Holding Summary
As of 2025-03-31, CWC Advisors, LLC. held 28,012.00 shares of Apple Inc(AAPL), totaling $6.22 Mil. This investment constitutes 3.54% of their stock portfolio, and CWC Advisors, LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. And since then CWC Advisors, LLC. has made 1 purchases of AAPL, at an average price of $224.58, for a total of 29,102.00 shares. In addition, there have been 1 sales at an average price of $235.83 for 1,090.00 shares. Based on historical transaction data and AAPL's current price of $209.95, CWC Advisors, LLC.'s estimated gain on his AAPL holdings is $-397,582.79, reflecting a -6.08% gain to date.
CWC Advisors, LLC. AAPL ($209.95) Holding Chart
CWC Advisors, LLC. AAPL ($209.95) 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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