WILLNER & HELLER, LLC AAPL Holdings History
WILLNER & HELLER, LLC's Apple Inc Holding Summary
As of 2025-03-31, WILLNER & HELLER, LLC held 20,076.00 shares of Apple Inc(AAPL), totaling $4.46 Mil. This investment constitutes 4.12% of their stock portfolio, and WILLNER & HELLER, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then WILLNER & HELLER, LLC has made 2 purchases of AAPL, at an average price of $159.64, for a total of 22,599.00 shares. In addition, there have been 8 sales at an average price of $181.50 for 2,523.00 shares. Based on historical transaction data and AAPL's current price of $209.11, WILLNER & HELLER, LLC's estimated gain on his AAPL holdings is $1.05 Mil, reflecting a 29.06% gain to date.
WILLNER & HELLER, LLC AAPL ($209.11) Holding Chart
WILLNER & HELLER, LLC AAPL ($209.11) 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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