Stevard, LLC AAPL Holdings History
Number of Shares
8,518.00
Current Holdings Value*
$2.13 Mil
% of Portfolio
7.96%
Total Estimate Gain
$3.30 Mil
% of Total Estimate Gain
86.91%
Stevard, LLC's Apple Inc Holding Summary
As of 2024-12-31, Stevard, LLC held 8,518.00 shares of Apple Inc(AAPL), totaling $2.13 Mil. This investment constitutes 7.96% of their stock portfolio, and Stevard, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Stevard, LLC has made 5 purchases of AAPL, at an average price of $80.35, for a total of 47,299.00 shares. In addition, there have been 5 sales at an average price of $136.27 for 38,781.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Stevard, LLC's estimated gain on his AAPL holdings is $3.30 Mil, reflecting a 86.91% gain to date.
Stevard, LLC AAPL ($213.55) Holding Chart
Stevard, LLC AAPL ($213.55) 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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