Number of Shares
23,224.00
Current Holdings Value*
$5.16 Mil
% of Portfolio
5.13%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
24.35%

LUTS & GREENLEIGH GROUP, INC's Apple Inc Holding Summary

As of 2025-03-31, LUTS & GREENLEIGH GROUP, INC held 23,224.00 shares of Apple Inc(AAPL), totaling $5.16 Mil. This investment constitutes 5.13% of their stock portfolio, and LUTS & GREENLEIGH GROUP, INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then LUTS & GREENLEIGH GROUP, INC has made 3 purchases of AAPL, at an average price of $163.23, for a total of 25,999.00 shares. In addition, there have been 5 sales at an average price of $218.77 for 2,775.00 shares. Based on historical transaction data and AAPL's current price of $201.08, LUTS & GREENLEIGH GROUP, INC's estimated gain on his AAPL holdings is $1.03 Mil, reflecting a 24.35% gain to date.

LUTS & GREENLEIGH GROUP, INC AAPL ($201.08) Holding Chart

LUTS & GREENLEIGH GROUP, INC AAPL ($201.08) 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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