Number of Shares
38,248.00
Current Holdings Value*
$8.50 Mil
% of Portfolio
3.28%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
22.73%

My Legacy Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, My Legacy Advisors, LLC held 38,248.00 shares of Apple Inc(AAPL), totaling $8.50 Mil. This investment constitutes 3.28% of their stock portfolio, and My Legacy Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then My Legacy Advisors, LLC has made 6 purchases of AAPL, at an average price of $171.87, for a total of 52,446.00 shares. In addition, there have been 6 sales at an average price of $203.87 for 14,198.00 shares. Based on historical transaction data and AAPL's current price of $213.55, My Legacy Advisors, LLC's estimated gain on his AAPL holdings is $2.05 Mil, reflecting a 22.73% gain to date.

My Legacy Advisors, LLC AAPL ($213.55) Holding Chart

My Legacy Advisors, LLC AAPL ($213.55) 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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