Trellis Wealth Advisors LLC AAPL Holdings History
Trellis Wealth Advisors LLC's Apple Inc Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 4,192.00 shares of Apple Inc(AAPL), totaling $931,190.00. This investment constitutes 0.45% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 1 purchases of AAPL, at an average price of $172.97, for a total of 7,429.00 shares. In addition, there have been 2 sales at an average price of $222.99 for 3,237.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Trellis Wealth Advisors LLC's estimated gain on his AAPL holdings is $317,201.72, reflecting a 24.68% gain to date.
Trellis Wealth Advisors LLC AAPL ($210.02) Holding Chart
Trellis Wealth Advisors LLC AAPL ($210.02) 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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