Number of Shares
33,610.00
Current Holdings Value*
$7.47 Mil
% of Portfolio
3.16%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
17.65%

Annis Gardner Whiting Capital Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Annis Gardner Whiting Capital Advisors, LLC held 33,610.00 shares of Apple Inc(AAPL), totaling $7.47 Mil. This investment constitutes 3.16% of their stock portfolio, and Annis Gardner Whiting Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q3. And since then Annis Gardner Whiting Capital Advisors, LLC has made 2 purchases of AAPL, at an average price of $183.84, for a total of 39,285.00 shares. In addition, there have been 4 sales at an average price of $227.55 for 5,675.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Annis Gardner Whiting Capital Advisors, LLC's estimated gain on his AAPL holdings is $1.28 Mil, reflecting a 17.65% gain to date.

Annis Gardner Whiting Capital Advisors, LLC AAPL ($214.40) Holding Chart

Annis Gardner Whiting Capital Advisors, LLC AAPL ($214.40) 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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