Canvas Wealth Advisors, LLC AAPL Holdings History
Canvas Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Canvas Wealth Advisors, LLC held 103,701.00 shares of Apple Inc(AAPL), totaling $20.71 Mil. This investment constitutes 5.32% of their stock portfolio, and Canvas Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Canvas Wealth Advisors, LLC has made 7 purchases of AAPL, at an average price of $139.83, for a total of 162,470.00 shares. In addition, there have been 9 sales at an average price of $159.69 for 58,769.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Canvas Wealth Advisors, LLC's estimated gain on his AAPL holdings is $8.81 Mil, reflecting a 38.78% gain to date.
Canvas Wealth Advisors, LLC AAPL ($213.55) Holding Chart
Canvas Wealth Advisors, LLC 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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