RF&L WEALTH MANAGEMENT, LLC AAPL Holdings History
RF&L WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 28,289.00 shares of Apple Inc(AAPL), totaling $5.80 Mil. This investment constitutes 3.74% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 1 purchases of AAPL, at an average price of $142.92, for a total of 35,374.00 shares. In addition, there have been 4 sales at an average price of $186.57 for 7,085.00 shares. Based on historical transaction data and AAPL's current price of $211.18, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $2.24 Mil, reflecting a 44.31% gain to date.
RF&L WEALTH MANAGEMENT, LLC AAPL ($211.18) Holding Chart
RF&L WEALTH MANAGEMENT, LLC AAPL ($211.18) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
