LWM Advisory Services, LLC AAPL Holdings History
LWM Advisory Services, LLC's Apple Inc Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 29,691.00 shares of Apple Inc(AAPL), totaling $6.60 Mil. This investment constitutes 4.58% of their stock portfolio, and LWM Advisory Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then LWM Advisory Services, LLC has made 5 purchases of AAPL, at an average price of $167.75, for a total of 59,609.00 shares. In addition, there have been 8 sales at an average price of $167.14 for 29,918.00 shares. Based on historical transaction data and AAPL's current price of $211.18, LWM Advisory Services, LLC's estimated gain on his AAPL holdings is $1.27 Mil, reflecting a 12.71% gain to date.
LWM Advisory Services, LLC AAPL ($211.18) Holding Chart
LWM Advisory Services, 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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