IVC Wealth Advisors LLC AAPL Holdings History
IVC Wealth Advisors LLC's Apple Inc Holding Summary
As of 2025-03-31, IVC Wealth Advisors LLC held 59,680.00 shares of Apple Inc(AAPL), totaling $13.26 Mil. This investment constitutes 7.13% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then IVC Wealth Advisors LLC has made 1 purchases of AAPL, at an average price of $121.14, for a total of 91,486.00 shares. In addition, there have been 16 sales at an average price of $175.02 for 31,806.00 shares. Based on historical transaction data and AAPL's current price of $214.40, IVC Wealth Advisors LLC's estimated gain on his AAPL holdings is $7.28 Mil, reflecting a 65.68% gain to date.
IVC Wealth Advisors LLC AAPL ($214.40) Holding Chart
IVC Wealth Advisors 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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