Clarus Wealth Advisors AAPL Holdings History
Number of Shares
31,889.00
Current Holdings Value*
$6.70 Mil
% of Portfolio
3.1%
Total Estimate Gain
$9.55 Mil
% of Total Estimate Gain
219.48%
Clarus Wealth Advisors's Apple Inc Holding Summary
As of 2025-06-30, Clarus Wealth Advisors held 31,889.00 shares of Apple Inc(AAPL), totaling $6.70 Mil. This investment constitutes 3.1% 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 19 sales at an average price of $136.95 for 52,258.00 shares. Based on historical transaction data and AAPL's current price of $211.36, Clarus Wealth Advisors's estimated gain on his AAPL holdings is $9.55 Mil, reflecting a 219.48% gain to date.
Clarus Wealth Advisors AAPL ($211.36) Holding Chart
Clarus Wealth Advisors AAPL ($211.36) 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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