Number of Shares
51,044.00
Current Holdings Value*
$6.99 Mil
% of Portfolio
3.88%
Total Estimate Gain
$7.76 Mil
% of Total Estimate Gain
166.31%

Legacy Wealth Partners, Inc.'s Apple Inc Holding Summary

As of 2021-06-30, Legacy Wealth Partners, Inc. held 51,044.00 shares of Apple Inc(AAPL), totaling $6.99 Mil. This investment constitutes 3.88% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Legacy Wealth Partners, Inc. has made 2 purchases of AAPL, at an average price of $66.51, for a total of 70,186.00 shares. In addition, there have been 4 sales at an average price of $86.32 for 19,142.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Legacy Wealth Partners, Inc.'s estimated gain on his AAPL holdings is $7.76 Mil, reflecting a 166.31% gain to date.

Legacy Wealth Partners, Inc. AAPL ($211.18) Holding Chart

Legacy Wealth Partners, Inc. AAPL ($211.18) 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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