Evoke Wealth, LLC AAPL Holdings History
Number of Shares
362,559.00
Current Holdings Value*
$80.54 Mil
% of Portfolio
2.1%
Total Estimate Gain
$31.61 Mil
% of Total Estimate Gain
16.32%
Evoke Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 362,559.00 shares of Apple Inc(AAPL), totaling $80.54 Mil. This investment constitutes 2.1% of their stock portfolio, and Evoke Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. And since then Evoke Wealth, LLC has made 14 purchases of AAPL, at an average price of $160.26, for a total of 1.21 Mil shares. In addition, there have been 7 sales at an average price of $175.79 for 846,158.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Evoke Wealth, LLC's estimated gain on his AAPL holdings is $31.61 Mil, reflecting a 16.32% gain to date.
Evoke Wealth, LLC AAPL ($211.18) Holding Chart
Evoke Wealth, 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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