Lineweaver Wealth Advisors, LLC AAPL Holdings History
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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