LGL PARTNERS, LLC AAPL Holdings History

Number of Shares
1,107.00
Current Holdings Value*
$245,940.00
% of Portfolio
0.12%
Total Estimate Gain
$7.20 Mil
% of Total Estimate Gain
101.01%

LGL PARTNERS, LLC's Apple Inc Holding Summary

As of 2025-03-31, LGL PARTNERS, LLC held 1,107.00 shares of Apple Inc(AAPL), totaling $245,940.00. This investment constitutes 0.12% of their stock portfolio, and LGL PARTNERS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q1. And since then LGL PARTNERS, LLC has made 8 purchases of AAPL, at an average price of $58.03, for a total of 122,856.00 shares. In addition, there have been 17 sales at an average price of $115.79 for 121,749.00 shares. Based on historical transaction data and AAPL's current price of $209.97, LGL PARTNERS, LLC's estimated gain on his AAPL holdings is $7.20 Mil, reflecting a 101.01% gain to date.

LGL PARTNERS, LLC AAPL ($209.97) Holding Chart

LGL PARTNERS, LLC AAPL ($209.97) 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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