Number of Shares
114,179.00
Current Holdings Value*
$22.67 Mil
% of Portfolio
2.65%
Total Estimate Gain
$27.73 Mil
% of Total Estimate Gain
183.50%

Cornerstone Advisory, LLC's Apple Inc Holding Summary

As of 2025-03-31, Cornerstone Advisory, LLC held 114,179.00 shares of Apple Inc(AAPL), totaling $22.67 Mil. This investment constitutes 2.65% of their stock portfolio, and Cornerstone Advisory, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Cornerstone Advisory, LLC has made 10 purchases of AAPL, at an average price of $65.81, for a total of 229,635.00 shares. In addition, there have been 18 sales at an average price of $159.28 for 115,456.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Cornerstone Advisory, LLC's estimated gain on his AAPL holdings is $27.73 Mil, reflecting a 183.50% gain to date.

Cornerstone Advisory, LLC AAPL ($214.15) Holding Chart

Cornerstone Advisory, 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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