Number of Shares
161,133.00
Current Holdings Value*
$35.79 Mil
% of Portfolio
4.12%
Total Estimate Gain
$5.91 Mil
% of Total Estimate Gain
12.89%

Clarity Financial LLC's Apple Inc Holding Summary

As of 2025-03-31, Clarity Financial LLC held 161,133.00 shares of Apple Inc(AAPL), totaling $35.79 Mil. This investment constitutes 4.12% of their stock portfolio, and Clarity Financial LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Clarity Financial LLC has made 9 purchases of AAPL, at an average price of $166.61, for a total of 275,044.00 shares. In addition, there have been 8 sales at an average price of $157.07 for 113,911.00 shares. Based on historical transaction data and AAPL's current price of $210.01, Clarity Financial LLC's estimated gain on his AAPL holdings is $5.91 Mil, reflecting a 12.89% gain to date.

Clarity Financial LLC AAPL ($210.01) Holding Chart

Clarity Financial LLC AAPL ($210.01) 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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