CAPITAL PERFORMANCE ADVISORS LLP AAPL Holdings History
EARNED WEALTH ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 101,786.00 shares of Apple Inc(AAPL), totaling $22.61 Mil. This investment constitutes 4.96% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then EARNED WEALTH ADVISORS, LLC has made 8 purchases of AAPL, at an average price of $185.52, for a total of 113,198.00 shares. In addition, there have been 5 sales at an average price of $158.53 for 11,412.00 shares. Based on historical transaction data and AAPL's current price of $205.17, EARNED WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $1.69 Mil, reflecting a 8.05% gain to date.
EARNED WEALTH ADVISORS, LLC AAPL ($205.17) Holding Chart
EARNED WEALTH ADVISORS, LLC AAPL ($205.17) 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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