Schear Investment Advisers, LLC AAPL Holdings History
Schear Investment Advisers, LLC's Apple Inc Holding Summary
As of 2025-03-31, Schear Investment Advisers, LLC held 31,399.00 shares of Apple Inc(AAPL), totaling $6.97 Mil. This investment constitutes 4.02% of their stock portfolio, and Schear Investment Advisers, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Schear Investment Advisers, LLC has made 5 purchases of AAPL, at an average price of $152.90, for a total of 34,780.00 shares. In addition, there have been 4 sales at an average price of $202.11 for 3,381.00 shares. Based on historical transaction data and AAPL's current price of $200.09, Schear Investment Advisers, LLC's estimated gain on his AAPL holdings is $1.65 Mil, reflecting a 30.99% gain to date.
Schear Investment Advisers, LLC AAPL ($200.09) Holding Chart
Schear Investment Advisers, LLC AAPL ($200.09) 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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