WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC AAPL Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 48,805.00 shares of Apple Inc(AAPL), totaling $10.84 Mil. This investment constitutes 3.85% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 10 purchases of AAPL, at an average price of $102.98, for a total of 125,490.00 shares. In addition, there have been 11 sales at an average price of $127.12 for 76,685.00 shares. Based on historical transaction data and AAPL's current price of $213.55, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $7.25 Mil, reflecting a 56.08% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC AAPL ($213.55) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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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