Evergreen Wealth Solutions, LLC AAPL Holdings History
Evergreen Wealth Solutions, LLC's Apple Inc Holding Summary
As of 2025-03-31, Evergreen Wealth Solutions, LLC held 22,186.00 shares of Apple Inc(AAPL), totaling $4.93 Mil. This investment constitutes 3.32% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Evergreen Wealth Solutions, LLC has made 7 purchases of AAPL, at an average price of $162.84, for a total of 33,069.00 shares. In addition, there have been 6 sales at an average price of $192.91 for 10,883.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Evergreen Wealth Solutions, LLC's estimated gain on his AAPL holdings is $1.40 Mil, reflecting a 25.99% gain to date.
Evergreen Wealth Solutions, LLC AAPL ($211.16) Holding Chart
Evergreen Wealth Solutions, LLC 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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