InvesTrust AAPL Holdings History
Number of Shares
29,056.00
Current Holdings Value*
$5.96 Mil
% of Portfolio
2.3%
Total Estimate Gain
$-1.18 Mil
% of Total Estimate Gain
-11.57%
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 $211.16, InvesTrust's estimated gain on his AAPL holdings is $-1.18 Mil, reflecting a -11.57% gain to date.
InvesTrust AAPL ($211.16) Holding Chart
InvesTrust AAPL ($211.16) 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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