Number of Shares
11.42 Mil
Current Holdings Value*
$2.54 Bil
% of Portfolio
4.14%
Total Estimate Gain
$833.32 Mil
% of Total Estimate Gain
41.03%

Corient Private Wealth LLC's Apple Inc Holding Summary

As of 2025-03-31, Corient Private Wealth LLC held 11.42 Mil shares of Apple Inc(AAPL), totaling $2.54 Bil. This investment constitutes 4.14% of their stock portfolio, and Corient Private Wealth LLC now holds 0.08% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 6 purchases of AAPL, at an average price of $151.16, for a total of 13.44 Mil shares. In addition, there have been 3 sales at an average price of $207.72 for 2.02 Mil shares. Based on historical transaction data and AAPL's current price of $214.15, Corient Private Wealth LLC's estimated gain on his AAPL holdings is $833.32 Mil, reflecting a 41.03% gain to date.

Corient Private Wealth LLC AAPL ($214.15) Holding Chart

Corient Private Wealth LLC AAPL ($214.15) 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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