Number of Shares
35,967.00
Current Holdings Value*
$53.17 Mil
% of Portfolio
4.89%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
19.22%

Cardinal Point Capital Management ULC's Apple Inc Holding Summary

As of 2025-03-31, Cardinal Point Capital Management ULC held 35,967.00 shares of Apple Inc(AAPL), totaling $53.17 Mil. This investment constitutes 4.89% of their stock portfolio, and Cardinal Point Capital Management ULC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Cardinal Point Capital Management ULC has made 7 purchases of AAPL, at an average price of $164.96, for a total of 42,080.00 shares. In addition, there have been 2 sales at an average price of $175.29 for 6,113.00 shares. Based on historical transaction data and AAPL's current price of $200.30, Cardinal Point Capital Management ULC's estimated gain on his AAPL holdings is $1.33 Mil, reflecting a 19.22% gain to date.

Cardinal Point Capital Management ULC AAPL ($200.30) Holding Chart

Cardinal Point Capital Management ULC AAPL ($200.30) 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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