LifeWealth Investments, LLC AAPL Holdings History
Number of Shares
38,515.00
Current Holdings Value*
$8.56 Mil
% of Portfolio
3.5%
Total Estimate Gain
$-930,905.97
% of Total Estimate Gain
-10.31%
LifeWealth Investments, LLC's Apple Inc Holding Summary
As of 2025-03-31, LifeWealth Investments, LLC held 38,515.00 shares of Apple Inc(AAPL), totaling $8.56 Mil. This investment constitutes 3.5% of their stock portfolio, and LifeWealth Investments, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then LifeWealth Investments, LLC has made 1 purchases of AAPL, at an average price of $234.33, for a total of 38,515.00 shares. Based on historical transaction data and AAPL's current price of $210.16, LifeWealth Investments, LLC's estimated gain on his AAPL holdings is $-930,905.97, reflecting a -10.31% gain to date.
LifeWealth Investments, LLC AAPL ($210.16) Holding Chart
LifeWealth Investments, LLC AAPL ($210.16) 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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