Number of Shares
16,155.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
2.18%
Total Estimate Gain
$653,785.37
% of Total Estimate Gain
19.67%

Athena Investment Management's Apple Inc Holding Summary

As of 2025-03-31, Athena Investment Management held 16,155.00 shares of Apple Inc(AAPL), totaling $3.59 Mil. This investment constitutes 2.18% of their stock portfolio, and Athena Investment Management now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then Athena Investment Management has made 2 purchases of AAPL, at an average price of $165.98, for a total of 20,024.00 shares. In addition, there have been 10 sales at an average price of $188.70 for 3,869.00 shares. Based on historical transaction data and AAPL's current price of $201.01, Athena Investment Management's estimated gain on his AAPL holdings is $653,785.37, reflecting a 19.67% gain to date.

Athena Investment Management AAPL ($201.01) Holding Chart

Athena Investment Management AAPL ($201.01) 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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