Ethos Financial Group, LLC AAPL Holdings History
Ethos Financial Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 128,720.00 shares of Apple Inc(AAPL), totaling $31.61 Mil. This investment constitutes 3.08% of their stock portfolio, and Ethos Financial Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Ethos Financial Group, LLC has made 6 purchases of AAPL, at an average price of $199.38, for a total of 129,113.00 shares. In addition, there have been 2 sales at an average price of $207.58 for 393.00 shares. Based on historical transaction data and AAPL's current price of $210.86, Ethos Financial Group, LLC's estimated gain on his AAPL holdings is $1.48 Mil, reflecting a 5.76% gain to date.
Ethos Financial Group, LLC AAPL ($210.86) Holding Chart
Ethos Financial Group, LLC AAPL ($210.86) 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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