Number of Shares
219,596.00
Current Holdings Value*
$48.78 Mil
% of Portfolio
4.04%
Total Estimate Gain
$24.45 Mil
% of Total Estimate Gain
59.08%

Cornerstone Wealth Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Cornerstone Wealth Group, LLC held 219,596.00 shares of Apple Inc(AAPL), totaling $48.78 Mil. This investment constitutes 4.04% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q1. And since then Cornerstone Wealth Group, LLC has made 16 purchases of AAPL, at an average price of $96.19, for a total of 430,203.00 shares. In addition, there have been 8 sales at an average price of $92.38 for 210,607.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Cornerstone Wealth Group, LLC's estimated gain on his AAPL holdings is $24.45 Mil, reflecting a 59.08% gain to date.

Cornerstone Wealth Group, LLC AAPL ($211.18) Holding Chart

Cornerstone Wealth Group, 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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