WELCH & FORBES LLC AAPL Holdings History

Number of Shares
1.74 Mil
Current Holdings Value*
$387.10 Mil
% of Portfolio
5.06%
Total Estimate Gain
$387.72 Mil
% of Total Estimate Gain
712.65%

WELCH & FORBES LLC's Apple Inc Holding Summary

As of 2025-03-31, WELCH & FORBES LLC held 1.74 Mil shares of Apple Inc(AAPL), totaling $387.10 Mil. This investment constitutes 5.06% of their stock portfolio, and WELCH & FORBES LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then WELCH & FORBES LLC has made 12 purchases of AAPL, at an average price of $21.50, for a total of 2.53 Mil shares. In addition, there have been 26 sales at an average price of $91.24 for 787,440.00 shares. Based on historical transaction data and AAPL's current price of $212.48, WELCH & FORBES LLC's estimated gain on his AAPL holdings is $387.72 Mil, reflecting a 712.65% gain to date.

WELCH & FORBES LLC AAPL ($212.48) Holding Chart

WELCH & FORBES LLC AAPL ($212.48) 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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