Number of Shares
716,147.00
Current Holdings Value*
$159.08 Mil
% of Portfolio
3%
Total Estimate Gain
$84.52 Mil
% of Total Estimate Gain
81.37%

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 $213.76, Kingsview Wealth Management, LLC's estimated gain on his AAPL holdings is $84.52 Mil, reflecting a 81.37% gain to date.

Kingsview Wealth Management, LLC AAPL ($213.76) Holding Chart

Kingsview Wealth Management, LLC AAPL ($213.76) 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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