Trivant Custom Portfolio Group, LLC AAPL Holdings History
Trivant Custom Portfolio Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Trivant Custom Portfolio Group, LLC held 63,524.00 shares of Apple Inc(AAPL), totaling $14.11 Mil. This investment constitutes 8.37% of their stock portfolio, and Trivant Custom Portfolio Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q1. And since then Trivant Custom Portfolio Group, LLC has made 2 purchases of AAPL, at an average price of $147.96, for a total of 72,882.00 shares. In addition, there have been 6 sales at an average price of $219.26 for 9,358.00 shares. Based on historical transaction data and AAPL's current price of $211.02, Trivant Custom Portfolio Group, LLC's estimated gain on his AAPL holdings is $4.67 Mil, reflecting a 43.34% gain to date.
Trivant Custom Portfolio Group, LLC AAPL ($211.02) Holding Chart
Trivant Custom Portfolio Group, LLC AAPL ($211.02) 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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