InvesTrust AAPL Holdings History

Number of Shares
29,056.00
Current Holdings Value*
$5.96 Mil
% of Portfolio
2.3%
Total Estimate Gain
$-1.14 Mil
% of Total Estimate Gain
-11.16%

InvesTrust's Apple Inc Holding Summary

As of 2025-06-30, InvesTrust held 29,056.00 shares of Apple Inc(AAPL), totaling $5.96 Mil. This investment constitutes 2.3% of their stock portfolio, and InvesTrust now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $203.20 for 14,188.00 shares. Based on historical transaction data and AAPL's current price of $212.61, InvesTrust's estimated gain on his AAPL holdings is $-1.14 Mil, reflecting a -11.16% gain to date.

InvesTrust AAPL ($212.61) Holding Chart

InvesTrust AAPL ($212.61) 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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