Cordatus Wealth Management LLC AAPL Holdings History
Cordatus Wealth Management LLC's Apple Inc Holding Summary
As of 2025-03-31, Cordatus Wealth Management LLC held 90,837.00 shares of Apple Inc(AAPL), totaling $20.18 Mil. This investment constitutes 5.54% of their stock portfolio, and Cordatus Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Cordatus Wealth Management LLC has made 11 purchases of AAPL, at an average price of $153.90, for a total of 395,106.00 shares. In addition, there have been 7 sales at an average price of $159.94 for 304,269.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Cordatus Wealth Management LLC's estimated gain on his AAPL holdings is $7.04 Mil, reflecting a 11.58% gain to date.
Cordatus Wealth Management LLC AAPL ($211.18) Holding Chart
Cordatus Wealth Management 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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