Epic Trust Investment Advisors, LLC AAPL Holdings History
Epic Trust Investment Advisors, LLC's Apple Inc Holding Summary
As of 2024-06-30, Epic Trust Investment Advisors, LLC held 10,329.00 shares of Apple Inc(AAPL), totaling $2.18 Mil. This investment constitutes 2.42% of their stock portfolio, and Epic Trust Investment Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Epic Trust Investment Advisors, LLC has made 4 purchases of AAPL, at an average price of $159.26, for a total of 19,904.00 shares. In addition, there have been 6 sales at an average price of $160.34 for 9,575.00 shares. Based on historical transaction data and AAPL's current price of $210.92, Epic Trust Investment Advisors, LLC's estimated gain on his AAPL holdings is $543,895.97, reflecting a 17.16% gain to date.
Epic Trust Investment Advisors, LLC AAPL ($210.92) Holding Chart
Epic Trust Investment Advisors, LLC AAPL ($210.92) 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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