LEGACY CAPITAL WEALTH MANAGEMENT, LLC AAPL Holdings History
Number of Shares
14,072.00
Current Holdings Value*
$3.52 Mil
% of Portfolio
3.5%
Total Estimate Gain
$-364,183.36
% of Total Estimate Gain
-10.97%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2024-12-31, LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 14,072.00 shares of Apple Inc(AAPL), totaling $3.52 Mil. This investment constitutes 3.5% of their stock portfolio, and LEGACY CAPITAL WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $209.95, LEGACY CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $-364,183.36, reflecting a -10.97% gain to date.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC AAPL ($209.95) Holding Chart
LEGACY CAPITAL WEALTH MANAGEMENT, LLC AAPL ($209.95) 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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