Carson Advisory Inc. AAPL Holdings History
Carson Advisory Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Carson Advisory Inc. held 20,128.00 shares of Apple Inc(AAPL), totaling $4.47 Mil. This investment constitutes 3.01% of their stock portfolio, and Carson Advisory Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Carson Advisory Inc. has made 6 purchases of AAPL, at an average price of $160.41, for a total of 27,028.00 shares. In addition, there have been 7 sales at an average price of $198.51 for 6,900.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Carson Advisory Inc.'s estimated gain on his AAPL holdings is $1.33 Mil, reflecting a 30.73% gain to date.
Carson Advisory Inc. AAPL ($213.55) Holding Chart
Carson Advisory Inc. AAPL ($213.55) 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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