Clifford Group, LLC AAPL Holdings History

Number of Shares
10,590.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
2.2%
Total Estimate Gain
$671,216.12
% of Total Estimate Gain
42.42%

Clifford Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Clifford Group, LLC held 10,590.00 shares of Apple Inc(AAPL), totaling $2.35 Mil. This investment constitutes 2.2% of their stock portfolio, and Clifford Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Clifford Group, LLC has made 4 purchases of AAPL, at an average price of $148.14, for a total of 10,680.00 shares. In addition, there have been 5 sales at an average price of $190.76 for 90.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Clifford Group, LLC's estimated gain on his AAPL holdings is $671,216.12, reflecting a 42.42% gain to date.

Clifford Group, LLC AAPL ($211.16) Holding Chart

Clifford Group, 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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