Everhart Financial Group, Inc. AAPL Holdings History
Everhart Financial Group, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Everhart Financial Group, Inc. held 122,987.00 shares of Apple Inc(AAPL), totaling $27.32 Mil. This investment constitutes 3.74% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Everhart Financial Group, Inc. has made 13 purchases of AAPL, at an average price of $176.59, for a total of 143,948.00 shares. In addition, there have been 4 sales at an average price of $154.80 for 20,961.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Everhart Financial Group, Inc.'s estimated gain on his AAPL holdings is $3.65 Mil, reflecting a 14.35% gain to date.
Everhart Financial Group, Inc. AAPL ($209.95) Holding Chart
Everhart Financial Group, Inc. AAPL ($209.95) 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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