Number of Shares
5,700.00
Current Holdings Value*
$975,900.00
% of Portfolio
2.67%
Total Estimate Gain
$288,651.00
% of Total Estimate Gain
26.38%

New Legacy Group, LLC's Apple Inc Holding Summary

As of 2023-09-30, New Legacy Group, LLC held 5,700.00 shares of Apple Inc(AAPL), totaling $975,900.00. This investment constitutes 2.67% of their stock portfolio, and New Legacy Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. In addition, there have been 1 sales at an average price of $156.95 for 1,200.00 shares. Based on historical transaction data and AAPL's current price of $209.60, New Legacy Group, LLC's estimated gain on his AAPL holdings is $288,651.00, reflecting a 26.38% gain to date.

New Legacy Group, LLC AAPL ($209.60) Holding Chart

New Legacy Group, LLC AAPL ($209.60) 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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