Latko Wealth Management, Ltd. AAPL Holdings History
Latko Wealth Management, Ltd.'s Apple Inc Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 12,235.00 shares of Apple Inc(AAPL), totaling $2.72 Mil. This investment constitutes 1.76% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. And since then Latko Wealth Management, Ltd. has made 1 purchases of AAPL, at an average price of $223.35, for a total of 13,574.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 1,339.00 shares. Based on historical transaction data and AAPL's current price of $207.94, Latko Wealth Management, Ltd.'s estimated gain on his AAPL holdings is $-177,456.52, reflecting a -5.85% gain to date.
Latko Wealth Management, Ltd. AAPL ($207.94) Holding Chart
Latko Wealth Management, Ltd. AAPL ($207.94) 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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