Legacy Trust AAPL Holdings History

Number of Shares
85,083.00
Current Holdings Value*
$18.90 Mil
% of Portfolio
4.56%
Total Estimate Gain
$7.58 Mil
% of Total Estimate Gain
42.32%

Legacy Trust's Apple Inc Holding Summary

As of 2025-03-31, Legacy Trust held 85,083.00 shares of Apple Inc(AAPL), totaling $18.90 Mil. This investment constitutes 4.56% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Legacy Trust has made 1 purchases of AAPL, at an average price of $142.91, for a total of 125,258.00 shares. In addition, there have been 8 sales at an average price of $189.37 for 40,175.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Legacy Trust's estimated gain on his AAPL holdings is $7.58 Mil, reflecting a 42.32% gain to date.

Legacy Trust AAPL ($210.02) Holding Chart

Legacy Trust AAPL ($210.02) 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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