Clearstead Advisors, LLC AAPL Holdings History
Clearstead Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 964,160.00 shares of Apple Inc(AAPL), totaling $214.17 Mil. This investment constitutes 3.32% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 17 purchases of AAPL, at an average price of $152.44, for a total of 1.61 Mil shares. In addition, there have been 11 sales at an average price of $178.14 for 648,587.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Clearstead Advisors, LLC's estimated gain on his AAPL holdings is $73.28 Mil, reflecting a 29.81% gain to date.
Clearstead Advisors, LLC AAPL ($211.16) Holding Chart
Clearstead Advisors, 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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