Aevitas Wealth Management, Inc. AAPL Holdings History
Aevitas Wealth Management, Inc.'s Apple Inc Holding Summary
As of 2022-12-31, Aevitas Wealth Management, Inc. held 59,147.00 shares of Apple Inc(AAPL), totaling $7.69 Mil. This investment constitutes 4.55% of their stock portfolio, and Aevitas Wealth Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Aevitas Wealth Management, Inc. has made 2 purchases of AAPL, at an average price of $47.49, for a total of 93,621.00 shares. In addition, there have been 17 sales at an average price of $98.78 for 34,474.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Aevitas Wealth Management, Inc.'s estimated gain on his AAPL holdings is $11.59 Mil, reflecting a 260.67% gain to date.
Aevitas Wealth Management, Inc. AAPL ($213.55) Holding Chart
Aevitas Wealth Management, Inc. AAPL ($213.55) 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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