Gitterman Wealth Management, LLC AAPL Holdings History
Gitterman Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Gitterman Wealth Management, LLC held 32,323.00 shares of Apple Inc(AAPL), totaling $7.18 Mil. This investment constitutes 1.91% of their stock portfolio, and Gitterman Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Gitterman Wealth Management, LLC has made 7 purchases of AAPL, at an average price of $133.52, for a total of 44,354.00 shares. In addition, there have been 9 sales at an average price of $168.36 for 12,031.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Gitterman Wealth Management, LLC's estimated gain on his AAPL holdings is $3.03 Mil, reflecting a 51.23% gain to date.
Gitterman Wealth Management, LLC AAPL ($214.40) Holding Chart
Gitterman Wealth Management, LLC AAPL ($214.40) 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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