W.G. Shaheen & Associates DBA Whitney & Co AAPL Holdings History
W.G. Shaheen & Associates DBA Whitney & Co's Apple Inc Holding Summary
As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 557,320.00 shares of Apple Inc(AAPL), totaling $123.80 Mil. This investment constitutes 13.16% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 12 purchases of AAPL, at an average price of $62.01, for a total of 703,918.00 shares. In addition, there have been 24 sales at an average price of $87.34 for 146,598.00 shares. Based on historical transaction data and AAPL's current price of $211.18, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his AAPL holdings is $86.85 Mil, reflecting a 198.98% gain to date.
W.G. Shaheen & Associates DBA Whitney & Co AAPL ($211.18) Holding Chart
W.G. Shaheen & Associates DBA Whitney & Co AAPL ($211.18) 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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