David Rolfe AAPL Holdings History

Number of Shares
165,093.00
Current Holdings Value*
$35.05 Mil
% of Portfolio
7.06%
Total Estimate Gain
$493.15 Mil
% of Total Estimate Gain
84.78%

David Rolfe's Apple Inc Holding Summary

As of 2025-03-31, Wedgewood Partners, Inc. held 165,093.00 shares of Apple Inc(AAPL), totaling $35.05 Mil. This investment constitutes 7.06% of their stock portfolio, and Wedgewood Partners, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2012Q1. And since then David Rolfe has made 16 purchases of AAPL, at an average price of $19.17, for a total of 30.34 Mil shares. In addition, there have been 36 sales at an average price of $34.52 for 30.17 Mil shares. Based on historical transaction data and AAPL's current price of $201.00, David Rolfe's estimated gain on his AAPL holdings is $493.15 Mil, reflecting a 84.78% gain to date.

David Rolfe AAPL ($201.00) Holding Chart

David Rolfe AAPL ($201.00) 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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