Number of Shares
19,075.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
2.86%
Total Estimate Gain
$6.51 Mil
% of Total Estimate Gain
105.98%

Cascade Investment Advisors, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Cascade Investment Advisors, Inc. held 19,075.00 shares of Apple Inc(AAPL), totaling $4.24 Mil. This investment constitutes 2.86% of their stock portfolio, and Cascade Investment Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Cascade Investment Advisors, Inc. has made 7 purchases of AAPL, at an average price of $50.37, for a total of 122,018.00 shares. In addition, there have been 21 sales at an average price of $83.86 for 102,943.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Cascade Investment Advisors, Inc.'s estimated gain on his AAPL holdings is $6.51 Mil, reflecting a 105.98% gain to date.

Cascade Investment Advisors, Inc. AAPL ($211.18) Holding Chart

Cascade Investment Advisors, Inc. AAPL ($211.18) 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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