Chancellor Financial Group WB LP AAPL Holdings History
Number of Shares
78,726.00
Current Holdings Value*
$17.49 Mil
% of Portfolio
14.44%
Total Estimate Gain
$-1.69 Mil
% of Total Estimate Gain
-8.88%
Chancellor Financial Group WB LP's Apple Inc Holding Summary
As of 2025-03-31, Chancellor Financial Group WB LP held 78,726.00 shares of Apple Inc(AAPL), totaling $17.49 Mil. This investment constitutes 14.44% of their stock portfolio, and Chancellor Financial Group WB LP now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 1,996.00 shares. Based on historical transaction data and AAPL's current price of $214.47, Chancellor Financial Group WB LP's estimated gain on his AAPL holdings is $-1.69 Mil, reflecting a -8.88% gain to date.
Chancellor Financial Group WB LP AAPL ($214.47) Holding Chart
Chancellor Financial Group WB LP AAPL ($214.47) 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