Kingsview Wealth Management, LLC AAPL Holdings History
Kingsview Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 716,147.00 shares of Apple Inc(AAPL), totaling $159.08 Mil. This investment constitutes 3% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Kingsview Wealth Management, LLC has made 13 purchases of AAPL, at an average price of $111.29, for a total of 933,410.00 shares. In addition, there have been 9 sales at an average price of $162.55 for 217,263.00 shares. Based on historical transaction data and AAPL's current price of $214.42, Kingsview Wealth Management, LLC's estimated gain on his AAPL holdings is $85.00 Mil, reflecting a 81.83% gain to date.
Kingsview Wealth Management, LLC AAPL ($214.42) Holding Chart
Kingsview Wealth Management, LLC AAPL ($214.42) 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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