CogentBlue Wealth Advisors, LLC AAPL Holdings History
CogentBlue Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 10,349.00 shares of Apple Inc(AAPL), totaling $2.12 Mil. This investment constitutes 1.63% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then CogentBlue Wealth Advisors, LLC has made 1 purchases of AAPL, at an average price of $234.34, for a total of 12,679.00 shares. In addition, there have been 1 sales at an average price of $202.27 for 2,330.00 shares. Based on historical transaction data and AAPL's current price of $211.18, CogentBlue Wealth Advisors, LLC's estimated gain on his AAPL holdings is $-314,365.49, reflecting a -10.58% gain to date.
CogentBlue Wealth Advisors, LLC AAPL ($211.18) Holding Chart
CogentBlue Wealth Advisors, LLC AAPL ($211.18) 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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