Diversify Advisory Services, LLC AAPL Holdings History
Diversify Advisory Services, LLC's Apple Inc Holding Summary
As of 2025-03-31, Diversify Advisory Services, LLC held 234,306.00 shares of Apple Inc(AAPL), totaling $49.49 Mil. This investment constitutes 3.09% of their stock portfolio, and Diversify Advisory Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q1. And since then Diversify Advisory Services, LLC has made 1 purchases of AAPL, at an average price of $182.01, for a total of 288,767.00 shares. In addition, there have been 3 sales at an average price of $233.86 for 54,461.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Diversify Advisory Services, LLC's estimated gain on his AAPL holdings is $10.21 Mil, reflecting a 19.44% gain to date.
Diversify Advisory Services, LLC AAPL ($213.55) Holding Chart
Diversify Advisory Services, 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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