Clearstead Trust, LLC AAPL Holdings History
Clearstead Trust, LLC's Apple Inc Holding Summary
As of 2025-03-31, Clearstead Trust, LLC held 88,276.00 shares of Apple Inc(AAPL), totaling $19.61 Mil. This investment constitutes 4.36% of their stock portfolio, and Clearstead Trust, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Clearstead Trust, LLC has made 15 purchases of AAPL, at an average price of $98.89, for a total of 141,249.00 shares. In addition, there have been 13 sales at an average price of $108.53 for 52,973.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Clearstead Trust, LLC's estimated gain on his AAPL holdings is $10.31 Mil, reflecting a 73.84% gain to date.
Clearstead Trust, LLC AAPL ($209.95) Holding Chart
Clearstead Trust, LLC AAPL ($209.95) 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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