Cascade Financial Partners, LLC AAPL Holdings History
Cascade Financial Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 194,732.00 shares of Apple Inc(AAPL), totaling $43.26 Mil. This investment constitutes 5.45% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 2 purchases of AAPL, at an average price of $183.81, for a total of 196,884.00 shares. In addition, there have been 2 sales at an average price of $217.21 for 2,152.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Cascade Financial Partners, LLC's estimated gain on his AAPL holdings is $6.01 Mil, reflecting a 16.60% gain to date.
Cascade Financial Partners, LLC AAPL ($214.29) Holding Chart
Cascade Financial Partners, LLC AAPL ($214.29) 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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