Number of Shares
150,311.00
Current Holdings Value*
$33.39 Mil
% of Portfolio
5.44%
Total Estimate Gain
$37.88 Mil
% of Total Estimate Gain
195.06%

LAKE STREET PRIVATE WEALTH, LLC's Apple Inc Holding Summary

As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 150,311.00 shares of Apple Inc(AAPL), totaling $33.39 Mil. This investment constitutes 5.44% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q1. And since then LAKE STREET PRIVATE WEALTH, LLC has made 10 purchases of AAPL, at an average price of $67.61, for a total of 287,211.00 shares. In addition, there have been 14 sales at an average price of $183.27 for 136,900.00 shares. Based on historical transaction data and AAPL's current price of $214.29, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his AAPL holdings is $37.88 Mil, reflecting a 195.06% gain to date.

LAKE STREET PRIVATE WEALTH, LLC AAPL ($214.29) Holding Chart

LAKE STREET PRIVATE WEALTH, LLC AAPL ($214.29) 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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