Ellis Investment Partners, LLC AAPL Holdings History
Ellis Investment Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 95,565.00 shares of Apple Inc(AAPL), totaling $21.23 Mil. This investment constitutes 4.39% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Ellis Investment Partners, LLC has made 7 purchases of AAPL, at an average price of $61.99, for a total of 127,669.00 shares. In addition, there have been 18 sales at an average price of $132.84 for 32,104.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Ellis Investment Partners, LLC's estimated gain on his AAPL holdings is $16.83 Mil, reflecting a 212.67% gain to date.
Ellis Investment Partners, LLC AAPL ($214.29) Holding Chart
Ellis Investment Partners, LLC AAPL ($214.29) 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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