Number of Shares
75,926.00
Current Holdings Value*
$16.87 Mil
% of Portfolio
1.91%
Total Estimate Gain
$13.42 Mil
% of Total Estimate Gain
37.44%

Certified Advisory Corp's Apple Inc Holding Summary

As of 2025-03-31, Certified Advisory Corp held 75,926.00 shares of Apple Inc(AAPL), totaling $16.87 Mil. This investment constitutes 1.91% of their stock portfolio, and Certified Advisory Corp now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Certified Advisory Corp has made 10 purchases of AAPL, at an average price of $126.64, for a total of 283,052.00 shares. In addition, there have been 15 sales at an average price of $162.30 for 207,126.00 shares. Based on historical transaction data and AAPL's current price of $206.12, Certified Advisory Corp's estimated gain on his AAPL holdings is $13.42 Mil, reflecting a 37.44% gain to date.

Certified Advisory Corp AAPL ($206.12) Holding Chart

Certified Advisory Corp AAPL ($206.12) 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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