Number of Shares
72,742.00
Current Holdings Value*
$12.92 Mil
% of Portfolio
3.92%
Total Estimate Gain
$12.13 Mil
% of Total Estimate Gain
207.48%

Clear Perspective Advisors, LLC's Apple Inc Holding Summary

As of 2021-12-31, Clear Perspective Advisors, LLC held 72,742.00 shares of Apple Inc(AAPL), totaling $12.92 Mil. This investment constitutes 3.92% of their stock portfolio, and Clear Perspective Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Clear Perspective Advisors, LLC has made 5 purchases of AAPL, at an average price of $55.82, for a total of 104,761.00 shares. In addition, there have been 10 sales at an average price of $88.02 for 32,019.00 shares. Based on historical transaction data and AAPL's current price of $208.43, Clear Perspective Advisors, LLC's estimated gain on his AAPL holdings is $12.13 Mil, reflecting a 207.48% gain to date.

Clear Perspective Advisors, LLC AAPL ($208.43) Holding Chart

Clear Perspective Advisors, LLC AAPL ($208.43) 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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