Number of Shares
23,694.00
Current Holdings Value*
$5.26 Mil
% of Portfolio
2.46%
Total Estimate Gain
$2.34 Mil
% of Total Estimate Gain
61.00%

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 $212.44, Collaborative Wealth Managment Inc.'s estimated gain on his AAPL holdings is $2.34 Mil, reflecting a 61.00% gain to date.

Collaborative Wealth Managment Inc. AAPL ($212.44) Holding Chart

Collaborative Wealth Managment Inc. AAPL ($212.44) 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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