Live Oak Private Wealth LLC AAPL Holdings History
Live Oak Private Wealth LLC's Apple Inc Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 76,835.00 shares of Apple Inc(AAPL), totaling $17.07 Mil. This investment constitutes 2.77% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 8 purchases of AAPL, at an average price of $79.95, for a total of 134,851.00 shares. In addition, there have been 13 sales at an average price of $114.13 for 58,016.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Live Oak Private Wealth LLC's estimated gain on his AAPL holdings is $12.07 Mil, reflecting a 111.92% gain to date.
Live Oak Private Wealth LLC AAPL ($211.18) Holding Chart
Live Oak Private Wealth LLC AAPL ($211.18) 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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