W ADVISORS, LLC AAPL Holdings History
Number of Shares
38,832.00
Current Holdings Value*
$8.63 Mil
% of Portfolio
5.4%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
31.44%
W ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 38,832.00 shares of Apple Inc(AAPL), totaling $8.63 Mil. This investment constitutes 5.4% of their stock portfolio, and W ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then W ADVISORS, LLC has made 10 purchases of AAPL, at an average price of $160.01, for a total of 39,546.00 shares. In addition, there have been 2 sales at an average price of $165.49 for 714.00 shares. Based on historical transaction data and AAPL's current price of $211.14, W ADVISORS, LLC's estimated gain on his AAPL holdings is $1.99 Mil, reflecting a 31.44% gain to date.
W ADVISORS, LLC AAPL ($211.14) Holding Chart
W ADVISORS, LLC AAPL ($211.14) 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