Number of Shares
136,310.00
Current Holdings Value*
$30.28 Mil
% of Portfolio
8.4%
Total Estimate Gain
$17.98 Mil
% of Total Estimate Gain
137.88%

Clarity Wealth Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Clarity Wealth Advisors, LLC held 136,310.00 shares of Apple Inc(AAPL), totaling $30.28 Mil. This investment constitutes 8.4% of their stock portfolio, and Clarity Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Clarity Wealth Advisors, LLC has made 11 purchases of AAPL, at an average price of $86.50, for a total of 150,772.00 shares. In addition, there have been 10 sales at an average price of $125.44 for 14,462.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Clarity Wealth Advisors, LLC's estimated gain on his AAPL holdings is $17.98 Mil, reflecting a 137.88% gain to date.

Clarity Wealth Advisors, LLC AAPL ($214.29) Holding Chart

Clarity Wealth Advisors, LLC AAPL ($214.29) 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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