Lee Financial Co AAPL Holdings History
Lee Financial Co's Apple Inc Holding Summary
As of 2025-03-31, Lee Financial Co held 70,058.00 shares of Apple Inc(AAPL), totaling $15.56 Mil. This investment constitutes 2.38% of their stock portfolio, and Lee Financial Co now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Lee Financial Co has made 12 purchases of AAPL, at an average price of $115.77, for a total of 204,149.00 shares. In addition, there have been 16 sales at an average price of $163.96 for 134,091.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Lee Financial Co's estimated gain on his AAPL holdings is $13.14 Mil, reflecting a 55.62% gain to date.
Lee Financial Co AAPL ($211.16) Holding Chart
Lee Financial Co AAPL ($211.16) 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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