Levy Wealth Management Group, LLC AAPL Holdings History
Levy Wealth Management Group, LLC's Apple Inc Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 46,671.00 shares of Apple Inc(AAPL), totaling $9.83 Mil. This investment constitutes 2.52% of their stock portfolio, and Levy Wealth Management Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Levy Wealth Management Group, LLC has made 7 purchases of AAPL, at an average price of $124.45, for a total of 56,103.00 shares. In addition, there have been 6 sales at an average price of $172.83 for 9,432.00 shares. Based on historical transaction data and AAPL's current price of $208.50, Levy Wealth Management Group, LLC's estimated gain on his AAPL holdings is $4.38 Mil, reflecting a 62.72% gain to date.
Levy Wealth Management Group, LLC AAPL ($208.50) Holding Chart
Levy Wealth Management Group, LLC AAPL ($208.50) 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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