Clay Northam Wealth Management, LLC AAPL Holdings History
Clay Northam Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Clay Northam Wealth Management, LLC held 55,615.00 shares of Apple Inc(AAPL), totaling $12.35 Mil. This investment constitutes 8.64% of their stock portfolio, and Clay Northam Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Clay Northam Wealth Management, LLC has made 3 purchases of AAPL, at an average price of $158.90, for a total of 63,129.00 shares. In addition, there have been 9 sales at an average price of $169.13 for 7,514.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Clay Northam Wealth Management, LLC's estimated gain on his AAPL holdings is $2.98 Mil, reflecting a 29.74% gain to date.
Clay Northam Wealth Management, LLC AAPL ($211.16) Holding Chart
Clay Northam Wealth Management, LLC AAPL ($211.16) 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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