Leo Wealth, LLC AAPL Holdings History
Leo Wealth, LLC's Apple Inc Holding Summary
As of 2025-03-31, Leo Wealth, LLC held 69,169.00 shares of Apple Inc(AAPL), totaling $15.36 Mil. This investment constitutes 2.21% of their stock portfolio, and Leo Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 1 purchases of AAPL, at an average price of $184.58, for a total of 152,562.00 shares. In addition, there have been 4 sales at an average price of $225.69 for 83,393.00 shares. Based on historical transaction data and AAPL's current price of $211.14, Leo Wealth, LLC's estimated gain on his AAPL holdings is $5.27 Mil, reflecting a 18.70% gain to date.
Leo Wealth, LLC AAPL ($211.14) Holding Chart
Leo Wealth, LLC AAPL ($211.14) 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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