Ellsworth Advisors, LLC AAPL Holdings History
Ellsworth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Ellsworth Advisors, LLC held 35,493.00 shares of Apple Inc(AAPL), totaling $7.88 Mil. This investment constitutes 2.07% of their stock portfolio, and Ellsworth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q2. And since then Ellsworth Advisors, LLC has made 9 purchases of AAPL, at an average price of $90.41, for a total of 63,138.00 shares. In addition, there have been 9 sales at an average price of $133.05 for 27,645.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Ellsworth Advisors, LLC's estimated gain on his AAPL holdings is $5.55 Mil, reflecting a 97.22% gain to date.
Ellsworth Advisors, LLC AAPL ($213.55) Holding Chart
Ellsworth 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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