LifeSteps Financial, Inc. AAPL Holdings History
LifeSteps Financial, Inc.'s Apple Inc Holding Summary
As of 2025-06-30, LifeSteps Financial, Inc. held 31,757.00 shares of Apple Inc(AAPL), totaling $6.52 Mil. This investment constitutes 4.48% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 11 purchases of AAPL, at an average price of $88.07, for a total of 69,835.00 shares. In addition, there have been 10 sales at an average price of $146.54 for 38,078.00 shares. Based on historical transaction data and AAPL's current price of $213.76, LifeSteps Financial, Inc.'s estimated gain on his AAPL holdings is $6.22 Mil, reflecting a 101.10% gain to date.
LifeSteps Financial, Inc. AAPL ($213.76) Holding Chart
LifeSteps Financial, Inc. AAPL ($213.76) 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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