Number of Shares
56,003.00
Current Holdings Value*
$7.92 Mil
% of Portfolio
1.63%
Total Estimate Gain
$7.92 Mil
% of Total Estimate Gain
169.38%

Cascadia Advisory Services, LLC's Apple Inc Holding Summary

As of 2021-09-30, Cascadia Advisory Services, LLC held 56,003.00 shares of Apple Inc(AAPL), totaling $7.92 Mil. This investment constitutes 1.63% of their stock portfolio, and Cascadia Advisory Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Cascadia Advisory Services, LLC has made 3 purchases of AAPL, at an average price of $74.14, for a total of 63,032.00 shares. In addition, there have been 2 sales at an average price of $89.55 for 7,029.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Cascadia Advisory Services, LLC's estimated gain on his AAPL holdings is $7.92 Mil, reflecting a 169.38% gain to date.

Cascadia Advisory Services, LLC AAPL ($213.55) Holding Chart

Cascadia Advisory Services, LLC 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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