Evergreen Private Wealth LLC AAPL Holdings History
Evergreen Private Wealth LLC's Apple Inc Holding Summary
As of 2025-03-31, Evergreen Private Wealth LLC held 25,579.00 shares of Apple Inc(AAPL), totaling $5.68 Mil. This investment constitutes 2.66% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 3 purchases of AAPL, at an average price of $184.44, for a total of 25,928.00 shares. In addition, there have been 2 sales at an average price of $232.71 for 349.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Evergreen Private Wealth LLC's estimated gain on his AAPL holdings is $442,356.15, reflecting a 9.25% gain to date.
Evergreen Private Wealth LLC AAPL ($201.08) Holding Chart
Evergreen Private Wealth LLC AAPL ($201.08) 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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