Legacy Wealth Planning, LLC AAPL Holdings History
Legacy Wealth Planning, LLC's Apple Inc Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 26,702.00 shares of Apple Inc(AAPL), totaling $3.69 Mil. This investment constitutes 6.11% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Planning, LLC has made 5 purchases of AAPL, at an average price of $77.83, for a total of 36,361.00 shares. In addition, there have been 6 sales at an average price of $140.84 for 9,659.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Legacy Wealth Planning, LLC's estimated gain on his AAPL holdings is $4.17 Mil, reflecting a 147.34% gain to date.
Legacy Wealth Planning, LLC AAPL ($211.18) Holding Chart
Legacy Wealth Planning, LLC 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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