Number of Shares
13,235.00
Current Holdings Value*
$2.81 Mil
% of Portfolio
3.14%
Total Estimate Gain
$-291,145.72
% of Total Estimate Gain
-9.16%

Clarity Wealth Development LLC's Apple Inc Holding Summary

As of 2025-03-31, Clarity Wealth Development LLC held 13,235.00 shares of Apple Inc(AAPL), totaling $2.81 Mil. This investment constitutes 3.14% of their stock portfolio, and Clarity Wealth Development LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 249.00 shares. Based on historical transaction data and AAPL's current price of $213.91, Clarity Wealth Development LLC's estimated gain on his AAPL holdings is $-291,145.72, reflecting a -9.16% gain to date.

Clarity Wealth Development LLC AAPL ($213.91) Holding Chart

Clarity Wealth Development LLC AAPL ($213.91) 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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