Number of Shares
134,050.00
Current Holdings Value*
$29.78 Mil
% of Portfolio
2.92%
Total Estimate Gain
$16.51 Mil
% of Total Estimate Gain
95.52%

Brandywine Oak Private Wealth LLC's Apple Inc Holding Summary

As of 2025-03-31, Brandywine Oak Private Wealth LLC held 134,050.00 shares of Apple Inc(AAPL), totaling $29.78 Mil. This investment constitutes 2.92% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 9 purchases of AAPL, at an average price of $101.69, for a total of 170,004.00 shares. In addition, there have been 16 sales at an average price of $140.75 for 35,954.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Brandywine Oak Private Wealth LLC's estimated gain on his AAPL holdings is $16.51 Mil, reflecting a 95.52% gain to date.

Brandywine Oak Private Wealth LLC AAPL ($214.40) Holding Chart

Brandywine Oak Private Wealth 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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