Number of Shares
126,232.00
Current Holdings Value*
$25.90 Mil
% of Portfolio
7.18%
Total Estimate Gain
$7.33 Mil
% of Total Estimate Gain
34.01%

Legacy Capital Group California, Inc.'s Apple Inc Holding Summary

As of 2025-06-30, Legacy Capital Group California, Inc. held 126,232.00 shares of Apple Inc(AAPL), totaling $25.90 Mil. This investment constitutes 7.18% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then Legacy Capital Group California, Inc. has made 3 purchases of AAPL, at an average price of $159.09, for a total of 135,457.00 shares. In addition, there have been 6 sales at an average price of $196.61 for 9,225.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Legacy Capital Group California, Inc.'s estimated gain on his AAPL holdings is $7.33 Mil, reflecting a 34.01% gain to date.

Legacy Capital Group California, Inc. AAPL ($214.40) Holding Chart

Legacy Capital Group California, Inc. AAPL ($214.40) 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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