EverSource Wealth Advisors, LLC AAPL Holdings History
EverSource Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 201,896.00 shares of Apple Inc(AAPL), totaling $44.85 Mil. This investment constitutes 2.48% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 11 purchases of AAPL, at an average price of $166.70, for a total of 216,322.00 shares. In addition, there have been 2 sales at an average price of $230.27 for 14,426.00 shares. Based on historical transaction data and AAPL's current price of $210.97, EverSource Wealth Advisors, LLC's estimated gain on his AAPL holdings is $9.86 Mil, reflecting a 27.33% gain to date.
EverSource Wealth Advisors, LLC AAPL ($210.97) Holding Chart
EverSource Wealth Advisors, LLC AAPL ($210.97) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
