Lumature Wealth Partners, LLC AAPL Holdings History
Lumature Wealth Partners, LLC's Apple Inc Holding Summary
As of 2023-06-30, Lumature Wealth Partners, LLC held 26,417.00 shares of Apple Inc(AAPL), totaling $5.12 Mil. This investment constitutes 3.04% of their stock portfolio, and Lumature Wealth Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Lumature Wealth Partners, LLC has made 5 purchases of AAPL, at an average price of $123.19, for a total of 35,973.00 shares. In addition, there have been 5 sales at an average price of $157.41 for 9,556.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Lumature Wealth Partners, LLC's estimated gain on his AAPL holdings is $2.73 Mil, reflecting a 61.61% gain to date.
Lumature Wealth Partners, LLC AAPL ($214.15) Holding Chart
Lumature Wealth Partners, 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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