Number of Shares
23,927.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
6.38%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
29.23%

LEWIS CAPITAL MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2023-09-30, LEWIS CAPITAL MANAGEMENT, LLC held 23,927.00 shares of Apple Inc(AAPL), totaling $4.10 Mil. This investment constitutes 6.38% of their stock portfolio, and LEWIS CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then LEWIS CAPITAL MANAGEMENT, LLC has made 3 purchases of AAPL, at an average price of $160.13, for a total of 26,749.00 shares. In addition, there have been 4 sales at an average price of $148.59 for 2,822.00 shares. Based on historical transaction data and AAPL's current price of $213.82, LEWIS CAPITAL MANAGEMENT, LLC's estimated gain on his AAPL holdings is $1.25 Mil, reflecting a 29.23% gain to date.

LEWIS CAPITAL MANAGEMENT, LLC AAPL ($213.82) Holding Chart

LEWIS CAPITAL MANAGEMENT, LLC AAPL ($213.82) 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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