Cassady Schiller Wealth Management, LLC AAPL Holdings History
Cassady Schiller Wealth Management, LLC's Apple Inc Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 21,481.00 shares of Apple Inc(AAPL), totaling $5.38 Mil. This investment constitutes 2% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 3 purchases of AAPL, at an average price of $158.78, for a total of 27,195.00 shares. In addition, there have been 9 sales at an average price of $166.19 for 5,714.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Cassady Schiller Wealth Management, LLC's estimated gain on his AAPL holdings is $1.17 Mil, reflecting a 27.04% gain to date.
Cassady Schiller Wealth Management, LLC AAPL ($211.16) Holding Chart
Cassady Schiller Wealth Management, LLC AAPL ($211.16) 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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