Number of Shares
7,000.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
0.34%
Total Estimate Gain
$656,982.07
% of Total Estimate Gain
24.94%

Cornerstone Retirement Group, Inc.'s Apple Inc Holding Summary

As of 2023-09-30, Cornerstone Retirement Group, Inc. held 7,000.00 shares of Apple Inc(AAPL), totaling $1.20 Mil. This investment constitutes 0.34% of their stock portfolio, and Cornerstone Retirement Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Cornerstone Retirement Group, Inc. has made 3 purchases of AAPL, at an average price of $155.36, for a total of 16,959.00 shares. In addition, there have been 1 sales at an average price of $183.38 for 9,959.00 shares. Based on historical transaction data and AAPL's current price of $209.35, Cornerstone Retirement Group, Inc.'s estimated gain on his AAPL holdings is $656,982.07, reflecting a 24.94% gain to date.

Cornerstone Retirement Group, Inc. AAPL ($209.35) Holding Chart

Cornerstone Retirement Group, Inc. AAPL ($209.35) 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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