CWM, LLC AAPL Holdings History

Number of Shares
4,700.00
Current Holdings Value*
$20,000.00
% of Portfolio
0%
Total Estimate Gain
$332.64 Mil
% of Total Estimate Gain
77.13%

CWM, LLC's Apple Inc Holding Summary

As of 2025-03-31, CWM, LLC held 4,700.00 shares of Apple Inc(AAPL), totaling $20,000.00. This investment constitutes 0% of their stock portfolio, and CWM, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then CWM, LLC has made 21 purchases of AAPL, at an average price of $74.64, for a total of 5.78 Mil shares. In addition, there have been 6 sales at an average price of $78.23 for 3.48 Mil shares. Based on historical transaction data and AAPL's current price of $214.17, CWM, LLC's estimated gain on his AAPL holdings is $332.64 Mil, reflecting a 77.13% gain to date.

CWM, LLC AAPL ($214.17) Holding Chart

CWM, LLC AAPL ($214.17) 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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