Clear Rock Advisors, LLC AAPL Holdings History
Number of Shares
15,189.00
Current Holdings Value*
$3.20 Mil
% of Portfolio
1.37%
Total Estimate Gain
$436,278.58
% of Total Estimate Gain
15.54%
Clear Rock Advisors, LLC's Apple Inc Holding Summary
As of 2024-06-30, Clear Rock Advisors, LLC held 15,189.00 shares of Apple Inc(AAPL), totaling $3.20 Mil. This investment constitutes 1.37% of their stock portfolio, and Clear Rock Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Clear Rock Advisors, LLC has made 2 purchases of AAPL, at an average price of $184.84, for a total of 15,189.00 shares. Based on historical transaction data and AAPL's current price of $213.56, Clear Rock Advisors, LLC's estimated gain on his AAPL holdings is $436,278.58, reflecting a 15.54% gain to date.
Clear Rock Advisors, LLC AAPL ($213.56) Holding Chart
Clear Rock Advisors, LLC AAPL ($213.56) 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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