Cornerstone Wealth Management, LLC AAPL Holdings History
Cornerstone Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 342,447.00 shares of Apple Inc(AAPL), totaling $76.07 Mil. This investment constitutes 5.15% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Cornerstone Wealth Management, LLC has made 13 purchases of AAPL, at an average price of $45.44, for a total of 67.13 Mil shares. In addition, there have been 14 sales at an average price of $48.71 for 66.79 Mil shares. Based on historical transaction data and AAPL's current price of $211.18, Cornerstone Wealth Management, LLC's estimated gain on his AAPL holdings is $274.89 Mil, reflecting a 9.01% gain to date.
Cornerstone Wealth Management, LLC AAPL ($211.18) Holding Chart
Cornerstone 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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