LJI Wealth Management, LLC AAPL Holdings History
LJI Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, LJI Wealth Management, LLC held 65,257.00 shares of Apple Inc(AAPL), totaling $14.50 Mil. This investment constitutes 2.89% of their stock portfolio, and LJI Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then LJI Wealth Management, LLC has made 3 purchases of AAPL, at an average price of $144.21, for a total of 70,028.00 shares. In addition, there have been 6 sales at an average price of $203.05 for 4,771.00 shares. Based on historical transaction data and AAPL's current price of $211.18, LJI Wealth Management, LLC's estimated gain on his AAPL holdings is $4.65 Mil, reflecting a 46.05% gain to date.
LJI Wealth Management, LLC AAPL ($211.18) Holding Chart
LJI Wealth Management, LLC AAPL ($211.18) 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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