Number of Shares
38,920.00
Current Holdings Value*
$7.74 Mil
% of Portfolio
4.14%
Total Estimate Gain
$9.21 Mil
% of Total Estimate Gain
211.76%

Clarus Wealth Advisors's Apple Inc Holding Summary

As of 2025-03-31, Clarus Wealth Advisors held 38,920.00 shares of Apple Inc(AAPL), totaling $7.74 Mil. This investment constitutes 4.14% of their stock portfolio, and Clarus Wealth Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Clarus Wealth Advisors has made 8 purchases of AAPL, at an average price of $51.69, for a total of 84,147.00 shares. In addition, there have been 18 sales at an average price of $126.80 for 45,227.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Clarus Wealth Advisors's estimated gain on his AAPL holdings is $9.21 Mil, reflecting a 211.76% gain to date.

Clarus Wealth Advisors AAPL ($201.08) Holding Chart

Clarus Wealth Advisors AAPL ($201.08) 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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