Number of Shares
132,387.00
Current Holdings Value*
$29.41 Mil
% of Portfolio
3.79%
Total Estimate Gain
$21.92 Mil
% of Total Estimate Gain
81.62%

Continuum Advisory, LLC's Apple Inc Holding Summary

As of 2025-03-31, Continuum Advisory, LLC held 132,387.00 shares of Apple Inc(AAPL), totaling $29.41 Mil. This investment constitutes 3.79% of their stock portfolio, and Continuum Advisory, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Continuum Advisory, LLC has made 13 purchases of AAPL, at an average price of $98.74, for a total of 272,009.00 shares. In addition, there have been 7 sales at an average price of $151.54 for 139,622.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Continuum Advisory, LLC's estimated gain on his AAPL holdings is $21.92 Mil, reflecting a 81.62% gain to date.

Continuum Advisory, LLC AAPL ($208.62) Holding Chart

Continuum Advisory, LLC AAPL ($208.62) 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 %

Top Ranked Articles

  • 1