Number of Shares
192,259.00
Current Holdings Value*
$42.71 Mil
% of Portfolio
0.33%
Total Estimate Gain
$252.61 Mil
% of Total Estimate Gain
68.95%

WESTWOOD HOLDINGS GROUP INC's Apple Inc Holding Summary

As of 2025-03-31, WESTWOOD HOLDINGS GROUP INC held 192,259.00 shares of Apple Inc(AAPL), totaling $42.71 Mil. This investment constitutes 0.33% of their stock portfolio, and WESTWOOD HOLDINGS GROUP INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then WESTWOOD HOLDINGS GROUP INC has made 16 purchases of AAPL, at an average price of $34.62, for a total of 10.58 Mil shares. In addition, there have been 30 sales at an average price of $55.71 for 10.39 Mil shares. Based on historical transaction data and AAPL's current price of $208.62, WESTWOOD HOLDINGS GROUP INC's estimated gain on his AAPL holdings is $252.61 Mil, reflecting a 68.95% gain to date.

WESTWOOD HOLDINGS GROUP INC AAPL ($208.62) Holding Chart

WESTWOOD HOLDINGS GROUP INC AAPL ($208.62) 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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