Litman Gregory Wealth Management LLC AAPL Holdings History
Litman Gregory Wealth Management LLC's Apple Inc Holding Summary
As of 2025-06-30, Litman Gregory Wealth Management LLC held 124,721.00 shares of Apple Inc(AAPL), totaling $25.59 Mil. This investment constitutes 2.01% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2017Q1. And since then Litman Gregory Wealth Management LLC has made 12 purchases of AAPL, at an average price of $160.46, for a total of 248,562.00 shares. In addition, there have been 15 sales at an average price of $169.83 for 123,841.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Litman Gregory Wealth Management LLC's estimated gain on his AAPL holdings is $7.86 Mil, reflecting a 19.69% gain to date.
Litman Gregory Wealth Management LLC AAPL ($214.15) Holding Chart
Litman Gregory Wealth Management LLC AAPL ($214.15) 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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