Number of Shares
27,728.00
Current Holdings Value*
$6.94 Mil
% of Portfolio
2.27%
Total Estimate Gain
$3.84 Mil
% of Total Estimate Gain
110.50%

Total Clarity Wealth Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Total Clarity Wealth Management, Inc. held 27,728.00 shares of Apple Inc(AAPL), totaling $6.94 Mil. This investment constitutes 2.27% of their stock portfolio, and Total Clarity Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Total Clarity Wealth Management, Inc. has made 12 purchases of AAPL, at an average price of $95.42, for a total of 36,434.00 shares. In addition, there have been 8 sales at an average price of $158.51 for 8,706.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Total Clarity Wealth Management, Inc.'s estimated gain on his AAPL holdings is $3.84 Mil, reflecting a 110.50% gain to date.

Total Clarity Wealth Management, Inc. AAPL ($214.15) Holding Chart

Total Clarity Wealth Management, Inc. 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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