Lodestone Wealth Management LLC AAPL Holdings History
Lodestone Wealth Management LLC's Apple Inc Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 33,459.00 shares of Apple Inc(AAPL), totaling $7.43 Mil. This investment constitutes 3.95% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 4 purchases of AAPL, at an average price of $144.45, for a total of 36,839.00 shares. In addition, there have been 5 sales at an average price of $180.59 for 3,380.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Lodestone Wealth Management LLC's estimated gain on his AAPL holdings is $2.03 Mil, reflecting a 38.20% gain to date.
Lodestone Wealth Management LLC AAPL ($201.56) Holding Chart
Lodestone Wealth Management LLC AAPL ($201.56) 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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