Number of Shares
71,599.00
Current Holdings Value*
$15.90 Mil
% of Portfolio
3.03%
Total Estimate Gain
$6.70 Mil
% of Total Estimate Gain
56.66%

Kesler, Norman & Wride, LLC's Apple Inc Holding Summary

As of 2025-03-31, Kesler, Norman & Wride, LLC held 71,599.00 shares of Apple Inc(AAPL), totaling $15.90 Mil. This investment constitutes 3.03% of their stock portfolio, and Kesler, Norman & Wride, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Kesler, Norman & Wride, LLC has made 9 purchases of AAPL, at an average price of $135.20, for a total of 87,411.00 shares. In addition, there have been 8 sales at an average price of $198.40 for 15,812.00 shares. Based on historical transaction data and AAPL's current price of $214.78, Kesler, Norman & Wride, LLC's estimated gain on his AAPL holdings is $6.70 Mil, reflecting a 56.66% gain to date.

Kesler, Norman & Wride, LLC AAPL ($214.78) Holding Chart

Kesler, Norman & Wride, LLC AAPL ($214.78) 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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