Claro Advisors LLC AAPL Holdings History
Number of Shares
125,703.00
Current Holdings Value*
$27.92 Mil
% of Portfolio
3.74%
Total Estimate Gain
$16.85 Mil
% of Total Estimate Gain
148.49%
Claro Advisors LLC's Apple Inc Holding Summary
As of 2025-03-31, Claro Advisors LLC held 125,703.00 shares of Apple Inc(AAPL), totaling $27.92 Mil. This investment constitutes 3.74% of their stock portfolio, and Claro Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Claro Advisors LLC has made 14 purchases of AAPL, at an average price of $81.24, for a total of 139,678.00 shares. In addition, there have been 9 sales at an average price of $92.63 for 13,975.00 shares. Based on historical transaction data and AAPL's current price of $214.02, Claro Advisors LLC's estimated gain on his AAPL holdings is $16.85 Mil, reflecting a 148.49% gain to date.
Claro Advisors LLC AAPL ($214.02) Holding Chart
Claro Advisors LLC AAPL ($214.02) 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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