Number of Shares
38,772.00
Current Holdings Value*
$8.61 Mil
% of Portfolio
1.81%
Total Estimate Gain
$12.52 Mil
% of Total Estimate Gain
132.09%

Artemis Wealth Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Artemis Wealth Advisors, LLC held 38,772.00 shares of Apple Inc(AAPL), totaling $8.61 Mil. This investment constitutes 1.81% of their stock portfolio, and Artemis Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q1. And since then Artemis Wealth Advisors, LLC has made 7 purchases of AAPL, at an average price of $86.63, for a total of 109,448.00 shares. In addition, there have been 8 sales at an average price of $196.14 for 70,676.00 shares. Based on historical transaction data and AAPL's current price of $210.01, Artemis Wealth Advisors, LLC's estimated gain on his AAPL holdings is $12.52 Mil, reflecting a 132.09% gain to date.

Artemis Wealth Advisors, LLC AAPL ($210.01) Holding Chart

Artemis Wealth Advisors, LLC AAPL ($210.01) 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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