Joseph P. Lucia & Associates, LLC AAPL Holdings History
Joseph P. Lucia & Associates, LLC's Apple Inc Holding Summary
As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 40,823.00 shares of Apple Inc(AAPL), totaling $9.07 Mil. This investment constitutes 4.14% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q1. And since then Joseph P. Lucia & Associates, LLC has made 15 purchases of AAPL, at an average price of $42.76, for a total of 4.39 Mil shares. In addition, there have been 9 sales at an average price of $48.88 for 4.35 Mil shares. Based on historical transaction data and AAPL's current price of $214.53, Joseph P. Lucia & Associates, LLC's estimated gain on his AAPL holdings is $33.63 Mil, reflecting a 17.92% gain to date.
Joseph P. Lucia & Associates, LLC AAPL ($214.53) Holding Chart
Joseph P. Lucia & Associates, LLC AAPL ($214.53) 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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