Evernest Financial Advisors, LLC AAPL Holdings History
Evernest Financial Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 36,907.00 shares of Apple Inc(AAPL), totaling $8.20 Mil. This investment constitutes 2.94% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Evernest Financial Advisors, LLC has made 3 purchases of AAPL, at an average price of $207.89, for a total of 153,348.00 shares. In addition, there have been 3 sales at an average price of $230.87 for 116,441.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Evernest Financial Advisors, LLC's estimated gain on his AAPL holdings is $2.80 Mil, reflecting a 8.77% gain to date.
Evernest Financial Advisors, LLC AAPL ($211.18) Holding Chart
Evernest Financial Advisors, LLC AAPL ($211.18) 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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