Etesian Wealth Advisors, Inc. AAPL Holdings History
Etesian Wealth Advisors, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Etesian Wealth Advisors, Inc. held 31,621.00 shares of Apple Inc(AAPL), totaling $7.02 Mil. This investment constitutes 3.03% of their stock portfolio, and Etesian Wealth Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Etesian Wealth Advisors, Inc. has made 3 purchases of AAPL, at an average price of $146.41, for a total of 34,866.00 shares. In addition, there have been 6 sales at an average price of $220.24 for 3,245.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Etesian Wealth Advisors, Inc.'s estimated gain on his AAPL holdings is $2.29 Mil, reflecting a 44.80% gain to date.
Etesian Wealth Advisors, Inc. AAPL ($211.16) Holding Chart
Etesian Wealth Advisors, Inc. AAPL ($211.16) 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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