Number of Shares
109,948.00
Current Holdings Value*
$22.56 Mil
% of Portfolio
2.68%
Total Estimate Gain
$28.31 Mil
% of Total Estimate Gain
61.39%

Graves Light Lenhart Wealth, Inc.'s Apple Inc Holding Summary

As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 109,948.00 shares of Apple Inc(AAPL), totaling $22.56 Mil. This investment constitutes 2.68% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Graves Light Lenhart Wealth, Inc. has made 5 purchases of AAPL, at an average price of $95.86, for a total of 481,000.00 shares. In addition, there have been 21 sales at an average price of $137.98 for 371,052.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Graves Light Lenhart Wealth, Inc.'s estimated gain on his AAPL holdings is $28.31 Mil, reflecting a 61.39% gain to date.

Graves Light Lenhart Wealth, Inc. AAPL ($211.16) Holding Chart

Graves Light Lenhart Wealth, Inc. 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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