Number of Shares
155,848.00
Current Holdings Value*
$11.44 Mil
% of Portfolio
33.49%
Total Estimate Gain
$40.08 Mil
% of Total Estimate Gain
193.83%

Lyons Wealth Management, LLC.'s Apple Inc Holding Summary

As of 2019-12-31, Lyons Wealth Management, LLC. held 155,848.00 shares of Apple Inc(AAPL), totaling $11.44 Mil. This investment constitutes 33.49% of their stock portfolio, and Lyons Wealth Management, LLC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Lyons Wealth Management, LLC. has made 7 purchases of AAPL, at an average price of $28.52, for a total of 725,216.00 shares. In addition, there have been 9 sales at an average price of $48.21 for 569,368.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Lyons Wealth Management, LLC.'s estimated gain on his AAPL holdings is $40.08 Mil, reflecting a 193.83% gain to date.

Lyons Wealth Management, LLC. AAPL ($213.76) Holding Chart

Lyons Wealth Management, LLC. AAPL ($213.76) 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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