Number of Shares
91,341.00
Current Holdings Value*
$20.29 Mil
% of Portfolio
3.46%
Total Estimate Gain
$11.16 Mil
% of Total Estimate Gain
105.50%

Lineweaver Wealth Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Lineweaver Wealth Advisors, LLC held 91,341.00 shares of Apple Inc(AAPL), totaling $20.29 Mil. This investment constitutes 3.46% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Lineweaver Wealth Advisors, LLC has made 14 purchases of AAPL, at an average price of $98.34, for a total of 107,545.00 shares. In addition, there have been 7 sales at an average price of $157.78 for 16,204.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Lineweaver Wealth Advisors, LLC's estimated gain on his AAPL holdings is $11.16 Mil, reflecting a 105.50% gain to date.

Lineweaver Wealth Advisors, LLC AAPL ($209.95) Holding Chart

Lineweaver Wealth Advisors, LLC AAPL ($209.95) 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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