Number of Shares
25,803.00
Current Holdings Value*
$5.64 Mil
% of Portfolio
3.46%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
16.25%

WORMSER FRERES GESTION's Apple Inc Holding Summary

As of 2025-03-31, WORMSER FRERES GESTION held 25,803.00 shares of Apple Inc(AAPL), totaling $5.64 Mil. This investment constitutes 3.46% of their stock portfolio, and WORMSER FRERES GESTION now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then WORMSER FRERES GESTION has made 2 purchases of AAPL, at an average price of $184.66, for a total of 41,951.00 shares. In addition, there have been 3 sales at an average price of $224.09 for 16,148.00 shares. Based on historical transaction data and AAPL's current price of $208.78, WORMSER FRERES GESTION's estimated gain on his AAPL holdings is $1.26 Mil, reflecting a 16.25% gain to date.

WORMSER FRERES GESTION AAPL ($208.78) Holding Chart

WORMSER FRERES GESTION AAPL ($208.78) 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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