Legacy Advisors, LLC AAPL Holdings History

Number of Shares
188,425.00
Current Holdings Value*
$41.85 Mil
% of Portfolio
4.31%
Total Estimate Gain
$11.93 Mil
% of Total Estimate Gain
35.89%

Legacy Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Legacy Advisors, LLC held 188,425.00 shares of Apple Inc(AAPL), totaling $41.85 Mil. This investment constitutes 4.31% of their stock portfolio, and Legacy Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Legacy Advisors, LLC has made 18 purchases of AAPL, at an average price of $117.10, for a total of 283,806.00 shares. In addition, there have been 10 sales at an average price of $60.42 for 95,381.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Legacy Advisors, LLC's estimated gain on his AAPL holdings is $11.93 Mil, reflecting a 35.89% gain to date.

Legacy Advisors, LLC AAPL ($209.11) Holding Chart

Legacy Advisors, LLC AAPL ($209.11) 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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