Evolution Wealth Advisors, LLC AAPL Holdings History
Evolution Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 51,434.00 shares of Apple Inc(AAPL), totaling $11.43 Mil. This investment constitutes 1.91% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 13 purchases of AAPL, at an average price of $125.71, for a total of 80,409.00 shares. In addition, there have been 11 sales at an average price of $136.00 for 28,975.00 shares. Based on historical transaction data and AAPL's current price of $211.25, Evolution Wealth Advisors, LLC's estimated gain on his AAPL holdings is $4.70 Mil, reflecting a 46.48% gain to date.
Evolution Wealth Advisors, LLC AAPL ($211.25) Holding Chart
Evolution Wealth Advisors, LLC AAPL ($211.25) 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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