Number of Shares
83,511.00
Current Holdings Value*
$17.03 Mil
% of Portfolio
4.65%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
5.32%

WORLD EQUITY GROUP, INC.'s Apple Inc Holding Summary

As of 2025-06-30, WORLD EQUITY GROUP, INC. held 83,511.00 shares of Apple Inc(AAPL), totaling $17.03 Mil. This investment constitutes 4.65% of their stock portfolio, and WORLD EQUITY GROUP, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then WORLD EQUITY GROUP, INC. has made 2 purchases of AAPL, at an average price of $180.63, for a total of 311,603.00 shares. In addition, there have been 7 sales at an average price of $181.36 for 228,092.00 shares. Based on historical transaction data and AAPL's current price of $214.49, WORLD EQUITY GROUP, INC.'s estimated gain on his AAPL holdings is $2.99 Mil, reflecting a 5.32% gain to date.

WORLD EQUITY GROUP, INC. AAPL ($214.49) Holding Chart

WORLD EQUITY GROUP, INC. AAPL ($214.49) 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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