Collaborative Wealth Managment Inc. AAPL Holdings History
Collaborative Wealth Managment Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 23,694.00 shares of Apple Inc(AAPL), totaling $5.26 Mil. This investment constitutes 2.46% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 3 purchases of AAPL, at an average price of $130.29, for a total of 29,483.00 shares. In addition, there have been 9 sales at an average price of $198.80 for 5,789.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Collaborative Wealth Managment Inc.'s estimated gain on his AAPL holdings is $2.31 Mil, reflecting a 60.21% gain to date.
Collaborative Wealth Managment Inc. AAPL ($211.16) Holding Chart
Collaborative Wealth Managment Inc. 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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