Number of Shares
56,171.00
Current Holdings Value*
$12.48 Mil
% of Portfolio
7.49%
Total Estimate Gain
$15.07 Mil
% of Total Estimate Gain
150.19%

TLW Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, TLW Wealth Management, LLC held 56,171.00 shares of Apple Inc(AAPL), totaling $12.48 Mil. This investment constitutes 7.49% of their stock portfolio, and TLW Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then TLW Wealth Management, LLC has made 8 purchases of AAPL, at an average price of $45.88, for a total of 218,710.00 shares. In addition, there have been 17 sales at an average price of $82.18 for 162,539.00 shares. Based on historical transaction data and AAPL's current price of $209.11, TLW Wealth Management, LLC's estimated gain on his AAPL holdings is $15.07 Mil, reflecting a 150.19% gain to date.

TLW Wealth Management, LLC AAPL ($209.11) Holding Chart

TLW Wealth Management, LLC AAPL ($209.11) 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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