Lucia Wealth Services, LLC AAPL Holdings History
Lucia Wealth Services, LLC's Apple Inc Holding Summary
As of 2020-09-30, Lucia Wealth Services, LLC held 221,722.00 shares of Apple Inc(AAPL), totaling $25.68 Mil. This investment constitutes 6.49% of their stock portfolio, and Lucia Wealth Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Lucia Wealth Services, LLC has made 6 purchases of AAPL, at an average price of $47.67, for a total of 400,466.00 shares. In addition, there have been 4 sales at an average price of $63.95 for 178,744.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Lucia Wealth Services, LLC's estimated gain on his AAPL holdings is $39.16 Mil, reflecting a 205.10% gain to date.
Lucia Wealth Services, LLC AAPL ($211.16) Holding Chart
Lucia Wealth Services, LLC AAPL ($211.16) 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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