Number of Shares
204,052.00
Current Holdings Value*
$41.87 Mil
% of Portfolio
5.79%
Total Estimate Gain
$2.79 Mil
% of Total Estimate Gain
4.88%

Consolidated Portfolio Review Corp's Apple Inc Holding Summary

As of 2025-06-30, Consolidated Portfolio Review Corp held 204,052.00 shares of Apple Inc(AAPL), totaling $41.87 Mil. This investment constitutes 5.79% of their stock portfolio, and Consolidated Portfolio Review Corp now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then Consolidated Portfolio Review Corp has made 7 purchases of AAPL, at an average price of $194.82, for a total of 293,320.00 shares. In addition, there have been 2 sales at an average price of $181.82 for 89,268.00 shares. Based on historical transaction data and AAPL's current price of $214.17, Consolidated Portfolio Review Corp's estimated gain on his AAPL holdings is $2.79 Mil, reflecting a 4.88% gain to date.

Consolidated Portfolio Review Corp AAPL ($214.17) Holding Chart

Consolidated Portfolio Review Corp AAPL ($214.17) 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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